Microsoft and OpenAI have renegotiated their partnership, removing the "AGI clause" that would have triggered special conditions upon artificial general intelligence achievement. OpenAI can now work with competing cloud providers (AWS, Google Cloud) while Microsoft retains primary partner status and revenue cuts. The deal shifts from indefinite revenue-sharing to a capped arrangement ending in 2030.
Strategy
Microsoft and OpenAI’s famed AGI agreement is dead
Microsoft's exclusive AGI partnership with OpenAI collapses—OpenAI gains freedom to work with AWS and Google Cloud, with Microsoft's revenue deal now capped through 2030 instead of indefinite.
Monday, April 27, 2026 12:00 PM UTC2 MIN READSOURCE: The VergeBY sys://pipeline
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