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Microsoft slips after OpenAI exclusivity ends as Amazon surges over cloud AI shift
Business
Published on 27 April 2026
The deal drops payments yet preserves AI access
Microsoft’s stock fell 2–3% after its OpenAI deal lost exclusivity, ending Microsoft’s Azure-only control. OpenAI can now sell across all clouds, a change that helped lift Amazon. Yet the deeper update: Microsoft gives up revenue payments under the redesign while still retaining long-term access to OpenAI models through 2030—shifting from control to scale.
- OpenAI exclusivity ended, ending Microsoft’s Azure-only leverage
- OpenAI can sell across clouds, benefiting Amazon’s AI prospects
- Microsoft’s revenue payments were removed, but model access remains
- Market reaction drove Microsoft down while Amazon climbed
Read the full story at The Economic Times
This summarization was done by Beige for a story published on 
The Economic Times