Microsoft is no longer OpenAI’s exclusive cloud provider
Microsoft can now host OpenAI's workloads but not exclusively.

Microsoft, once the sole provider for OpenAI’s cloud services, now holds a 'right of first refusal' on new cloud capacity requirements for OpenAI's AI models. This arrangement allows OpenAI the freedom to partner with other providers like Oracle if Microsoft cannot meet their requirements.
Official communications confirm that Microsoft maintains key partnership aspects with OpenAI until 2030, involving access to OpenAI's intellectual property and exclusivity on certain APIs. However, if OpenAI achieves specific profitability milestones with AI systems, Microsoft loses exclusive technology access.
This shift arises amidst reports of tension over computational capacity constraints, with OpenAI raising concerns over delays in product deployment. The agreement encourages OpenAI to explore additional capacity but still grants early choice to Microsoft, benefiting clients with advanced model access on Azure.