Microsoft and OpenAI have amended their partnership agreement to provide long-term clarity and flexibility. Key changes include: OpenAI products will continue to ship first on Azure but OpenAI can now serve customers on any cloud provider; Microsoft retains a non-exclusive license to OpenAI IP through 2032; Microsoft will no longer pay revenue share to OpenAI; OpenAI's revenue share payments to Microsoft continue through 2030 with a total cap; and Microsoft remains a major OpenAI shareholder. The companies will continue collaborating on datacenter capacity, next-generation silicon, and AI-powered cybersecurity.
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