EPISODE · Apr 29, 2026 · 1 MIN
The Microsoft and OpenAI Divorce... Sort Of
from Phonegram News
The exclusive honeymoon between Microsoft and OpenAI is evolving into something a bit more flexible. In a major shake-up, OpenAI is no longer shackled to Microsoft’s Azure cloud, gaining the freedom to flirt with other providers while keeping Microsoft as its primary partner. Perhaps even more fascinating is the death of the Superintelligence Clause. Instead of waiting for an independent committee to decide when AI has officially outsmarted humanity to trigger license changes, the duo has opted for a grounded timeline, securing Microsoft’s non-exclusive rights until 2032. Financial terms have also been streamlined, swapping complex revenue-sharing for predictable caps and fixed dates. It’s a strategic pivot from a defensive alliance to a more mature, open cooperation. While they are still building custom silicon and data centers together, OpenAI now has the passport to travel beyond Microsoft's walls, potentially reshuffling the entire AI competitive landscape.
What this episode covers
The exclusive honeymoon between Microsoft and OpenAI is evolving into something a bit more flexible. In a major shake-up, OpenAI is no longer shackled to Microsoft’s Azure cloud, gaining the freedom to flirt with other providers while keeping Microsoft as its primary partner. Perhaps even more fascinating is the death of the Superintelligence Clause. Instead of waiting for an independent committee to decide when AI has officially outsmarted humanity to trigger license changes, the duo has opt...
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The Microsoft and OpenAI Divorce... Sort Of
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