By Bram Berkowitz, The Motley Fool
Publication Date: 2026-04-27 16:44:00
OpenAI, the parent company of ChatGPT, and Microsoft (NASDAQ: MSFT) recently announced that they have revised their partnership, dictating how the two conduct business with one another.
Since 2019, Microsoft has invested over $13 billion in OpenAI, and the two have had a special partnership that includes Microsoft serving as OpenAI’s main cloud partner, with exclusive access to OpenAI’s models and products, and a revenue-sharing arrangement between the two companies.
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While Microsoft and OpenAI will continue to have a strong partnership, many provisions of the original agreement are changing. Will this impact Microsoft’s artificial intelligence moat?
Significant changes to the agreement
OpenAI and Microsoft…