Microsoft is letting OpenAI get its own AI compute now

image via The Verge

January 21, 2025, 11:29 PM

• •Microsoft and OpenAI have adjusted their partnership so that OpenAI can access competitors' compute.
• •The new agreement includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of first refusal (ROFR).
• •The foundation of their relationship (which runs through 2030) stays pretty much the same — Microsoft keeps its exclusive rights to OpenAI’s tech for products like Copilot, and OpenAI’s API remains exclusive to Azure.

Microsoft and OpenAI have adjusted their partnership so that OpenAI can access competitors' compute. The new agreement includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of first refusal (ROFR). Microsoft keeps its exclusive rights to OpenAI’s tech for products like Copilot, and OpenAI’s API remains exclusive to Azure. They’ll maintain their two-way revenue-sharing setup.

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