SAN FRANCISCO (AP) 鈥� Microsoft said Monday it will no longer pay a share of its revenue to ChatGPT maker , the latest move to untether a close partnership that helped unleash an boom.
OpenAI relied exclusively on Microsoft’s investments in cloud computing services to build the technology that helped make ChatGPT a household name. , in turn, relied on OpenAI’s technology to build its own AI assistant Copilot.
But the partnership has evolved as San Francisco-based OpenAI, founded as a nonprofit, has on a path toward an initial public offering on Wall Street and has balanced its reliance on Microsoft with other cloud partners like Amazon, Google and Oracle.
OpenAI said Monday it will continue to pay Microsoft a share of its revenue through 2030.
The two companies said Microsoft remains the primary cloud computing partner for鈥疧penAI, and products made by the AI company will ship first on Microsoft’s cloud platform, called Azure, 鈥渦nless Microsoft cannot and chooses not to support the necessary capabilities.鈥�
Amazon CEO Andy Jassy described it as a 鈥渧ery interesting announcement鈥� in a social media post Monday and said that Amazon will soon be making OpenAI鈥檚 models 鈥渁vailable directly” on Amazon’s AI platform called Bedrock.
Wedbush Securities analyst Dan Ives said in a note to investors Monday that the new agreement 鈥減uts OpenAI on a strong path forward to going public through IPO given its clearer opportunity in the cloud environment while reducing significant barriers from its original partnership with Microsoft.鈥�
Ives said it’s also important for Microsoft as it 鈥渓ooks to develop tech independence from OpenAI鈥� in advancing Copilot’s capabilities and partnering with other AI providers such as OpenAI rival Anthropic, maker of the chatbot Claude.
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