Microsoft and OpenAI end their exclusive and revenue-sharing deal

Re:Microsoft and OpenAI end their exclusive and revenue-shar... by jryio on Monday April 27, 2026 @10:05AM (#47921772)

> OpenAI has contracted to purchase an incremental $250B of Azure services, and Microsoft will no longer have a right of first refusal to be OpenAI’s compute provider.

Azure is effectively OpenAI's personal compute cluster at this scale.

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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by JumpCrisscross on Monday April 27, 2026 @10:07AM (#47921801)

What fraction of Azure compute does OpenAI represent? (Does the $250bn commitment have a time period? Is it legally binding?)

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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by runako on Monday April 27, 2026 @10:10AM (#47921856)

Azure did $75B last quarter.

That article doesn't give a timeframe, but most of these use 10 years as a placeholder. I would also imagine it's not a requirement for them to spend it evenly over the 10 years, so could be back-loaded.

OpenAI is a large customer, but this is not making Azure their personal cluster.

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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by einrealist on Monday April 27, 2026 @10:12AM (#47921894)

I wonder how this figure was settled. Is it based on consumer pricing? Can't Microsoft and OpenAI just make a number up, aside from a minimum to cover operating costs? When is the number just a marketing ploy to make it seem huge, important and inevitable (and too big to fail)?

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