Nadella had OpenAI by the short and curlies early on. But all I've seen from him in the last couple of years is continuously acquiescing to OpenAI's demands. I wonder why he's so weak and doesn't exert more control over the situation? At one point Microsoft owned 49% of OpenAI but now it's down to 27%?
The disparity in coverage on this new deal is fascinating. It feels like the narrative a particular outlet is going with depends entirely on which side leaked to them first.
Microsoft Corp. will no longer pay revenue to OpenAI and said its partnership with the leading artificial intelligence firm will not be exclusive going forward.
What does this mean that Microsoft will no longer pay revenue to OpenAI? How did the original deal work?
It seems that the old deal was exclusivity to MSFT with revenue share, and now no exclusivity, no revenue share.
Bear in mind that MSFT have rights to OpenAI IP (as well as owning ~30% of them). The only reason they were giving revenue share was in return for exclusivity.
I suppose continue to host until the 2030/32 that they have access to but not share revenues when they use those models for their products like the bazillions of Copilots.
Nadella had OpenAI by the short and curlies early on. But all I've seen from him in the last couple of years is continuously acquiescing to OpenAI's demands. I wonder why he's so weak and doesn't exert more control over the situation? At one point Microsoft owned 49% of OpenAI but now it's down to 27%?
Original source afaik here:
https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-o...
Wait, I thought OpenAI had to pay Microsoft until AGI was achieved or something? Am I misremembering? Is that a different thing?
This gives OpenAI the ability to goto AWS instead of exclusively on Azure. I guess Azure really is hanging on by a thread.
https://news.ycombinator.com/item?id=47616242
And Azure still doesn't support IPv6, looking at the GitHub[1].
[1] https://github.com/orgs/community/discussions/10539
Isn't this expected if OpenAI models are going to be listed on AWS GovCloud as a part of the Anthropic / Hegseth fall-out?
The disparity in coverage on this new deal is fascinating. It feels like the narrative a particular outlet is going with depends entirely on which side leaked to them first.
Gift Article: https://www.bloomberg.com/news/articles/2026-04-27/microsoft...
https://archive.ph/5lTPy
They were paying them 20% of the revenue from the hosted OpenAI products I believe?
Does this mean they will host OpenAI products but not pay them? Or does it mean they are paying them in some other way?
It seems that the old deal was exclusivity to MSFT with revenue share, and now no exclusivity, no revenue share.
Bear in mind that MSFT have rights to OpenAI IP (as well as owning ~30% of them). The only reason they were giving revenue share was in return for exclusivity.
I suppose continue to host until the 2030/32 that they have access to but not share revenues when they use those models for their products like the bazillions of Copilots.
OpenAI post: https://news.ycombinator.com/item?id=47921262
Tried to delete this submission in place of it but too late.
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