OpenAI Updates Microsoft Deal to Enable Multi-Cloud Distribution and Limit Revenue Sharing

The updated deal caps Microsoft's share of OpenAI revenue at 20% until 2030, with an undisclosed limit, and eliminates a provision that would alter the relationship upon achieving artificial general intelligence. Microsoft retains non-exclusive intellectual property rights to OpenAI's products, excluding research, through 2032, while OpenAI must deploy models first on Azure.

Microsoft no longer shares revenue from serving OpenAI models via Azure with the startup. Amazon CEO Andy Jassy stated on X on Monday that Amazon is excited to make OpenAI's models available directly to customers on Bedrock in the coming weeks.

Amazon and OpenAI previously discussed collaborating on a new AI system outside the prior exclusive Microsoft deal. The previous revisions to the Microsoft-OpenAI relationship were announced in October.

Google is examining the revised OpenAI-Microsoft deal terms, according to a source familiar with the situation. OpenAI expects an initial public offering later in 2026. OpenAI CEO Sam Altman stated that the company updated its partnership with Microsoft, with Microsoft remaining the primary cloud partner but OpenAI now able to make products available across all clouds.

OpenAI will provide models and products to Microsoft until 2032. Separately, OpenAI is building a smartphone described as an AI agent phone. OpenAI missed its 2025 revenue target for ChatGPT. OpenAI missed its goal of reaching 1 billion weekly users by the end of 2025.

OpenAI CFO Sarah Friar has reportedly told about the struggles.

OpenAI recently missed its own targets for new users and revenue. 5 trillion in commitments cannot be paid. In related AI developments, Taylor Swift's company TAS Rights Management filed three trademark applications on April 24, 2026.

Matthew McConaughey launched a similar trademark strategy. More than 600 Google employees signed a letter urging the CEO to reject classified AI work with the Pentagon. Anthropic was banned in military work earlier in 2026.

Google workers in an open letter say a deal with the Department of Defense would hurt Google's reputation. Google signed a deal allowing the Pentagon to use AI models for classified work.

Shifting to business sustainability, EY’s global vice chair Marie-Laure Delarue stated in an interview that recent events are helping boardrooms focus on resilience, security, and sustainability. Marie-Laure Delarue stated that sustainability is shifting from a compliance exercise to something strategic and embedded across business operations and supply chains.

Water stress has affected companies in the Middle East and South Africa.

Companies in Europe stopped factories briefly last summer due to water restrictions. An energy crisis occurred in 2022. EY’s global climate change and sustainability services leader Alexis Gazzo stated countries in Asia and Latin America are investing massively in transition to renewable and low-carbon energy.

Alexis Gazzo stated sustainability is embedded across business processes including managing risks, resilience of value chains, and access to finance. Rodrigo Tavares stated over the last two decades many companies adopted sustainability practices with no clear financial relevance. David Veredas stated countries like India are facing increasing water distress with more random monsoons.

In an unrelated matter, a tenant owes £15,000 in rent.