Microsoft and OpenAI agreement changed: AWS can now access OpenAI models

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Summary

Microsoft and OpenAI updated their agreement so OpenAI can offer products across all cloud providers. AWS quickly moved to add OpenAI’s latest models, Codex, and a new agent-building service to AWS Bedrock. The revised deal also keeps Microsoft entitled to 20% of OpenAI revenue from ChatGPT and API usage, including revenue generated on rival cloud platforms. Microsoft’s special Azure advantage narrows, but the licensing term now runs through 2032 and removes an AGI-related clause that could have restricted access to future models. The shift creates a broader multi-cloud distribution path for OpenAI and a new integration opportunity for enterprise cloud buyers.

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