OpenAI i Microsoft kończą ekskluzywność – modele trafią na AWS

OpenAI and Microsoft announced on April 27, 2026 new partnership terms that end Microsoft's exclusive access to the company's API and products. The change resolves a legal conflict between the existing agreement and OpenAI's February contract with Amazon worth up to $50 billion. From now on, OpenAI can sell all its products through any cloud provider.

Key highlights

Microsoft loses exclusivity over OpenAI models and products — the new agreement runs until 2032. OpenAI can now serve products on AWS, GCP, and other clouds without restrictions. Microsoft will no longer pay OpenAI a revenue share. OpenAI continues to pay Microsoft until 2030. AWS will gain access to OpenAI models via Bedrock, including the agentic Frontier tool. Microsoft remains a shareholder and continues to benefit from OpenAI's growth.

Background: what was blocking the Amazon deal

In February 2026, Amazon announced an investment of up to $50 billion in OpenAI. As part of the deal, OpenAI committed to jointly developing stateful runtime technology on AWS Bedrock and to granting AWS exclusive access to Frontier, a new tool for building AI agents.

The problem was that the existing Microsoft agreement granted Redmond exclusive rights to OpenAI's API and products until the company achieved artificial general intelligence (AGI). Shortly after the February deal was announced, Microsoft publicly challenged its terms, stating that Azure remained the sole exclusive provider of OpenAI's stateless APIs. According to the Financial Times, Microsoft even considered legal action.

New terms: what changes

The new agreement sets a fixed end date — 2032 — replacing the previously open-ended commitment. OpenAI can now offer products on Azure, AWS, GCP, and any other cloud provider. The "first on Azure" clause remains, but without permanent exclusivity — OpenAI must deploy new features on Azure first, but can then make them available to all clouds. Microsoft stops paying OpenAI a revenue share; OpenAI pays Microsoft with an upper cap through 2030. Amazon CEO Andy Jassy confirmed that OpenAI models will reach Bedrock within weeks.

What does Microsoft gain?

At first glance, Microsoft appears to be conceding ground. In reality, the company achieved several goals at once. The agreement eliminates legal risk and a potentially costly court battle with OpenAI. Microsoft flipped the cash flow: instead of paying a revenue share, it now collects one until 2030. In parallel, Microsoft deepened its partnership with Anthropic as an alternative AI model provider for its agentic products, reducing dependency on a single partner.

AWS's position and the AI agent market

Stateful runtime — the technology enabling AI agents to retain long-term task context — is becoming the central battleground in AI infrastructure. The fact that OpenAI is deploying this technology on AWS Bedrock gives Amazon a strategic position in serving enterprise customers building agentic systems. For companies constructing agentic platforms, having OpenAI models directly available through AWS could reshape decisions about system architecture.

Why this matters

The OpenAI–Microsoft–Amazon deal sets a new standard for the AI industry: models from leading labs will be available as multi-cloud infrastructure, much like SaaS operated over the past decade. For the AI agent market — a core pillar of the next wave of industrial and service automation — multi-cloud availability of OpenAI means accelerated enterprise adoption. Companies will no longer need to choose a cloud provider based on model access, but on price, performance, and compliance. That is a structural shift in negotiations between hyperscalers and their customers.

What's next?

OpenAI is expected to make its models available on AWS Bedrock within weeks, together with the Stateful Runtime Environment. The agentic Frontier tool will be co-developed by OpenAI and Amazon. Microsoft will likely deepen Anthropic integration in its enterprise products as a response to the reduced exclusivity over OpenAI.