By Jordan Novet
Publication Date: 2026-04-29 13:00:00
Avishek Das | Lightrocket | Getty Images
OpenAI revenue chief Denise Dresser said the AI company’s agreement on Tuesday to make its models available on Amazon had nothing to do with an announcement a day earlier that the startup had restructured its relationship with Microsoft for a second time in six months.
“The two are not related in any way,” Dresser told CNBC in an interview following OpenAI’s announcement with Amazon.
Analysts aren’t so sure.
A lot has happened since late October, when OpenAI completed its recapitalization, giving Microsoft a 27% stake in the for-profit side of the artificial intelligence company. As part of that arrangement, OpenAI agreed to purchase an incremental $250 billion of Azure services. And a revenue share agreement would remain until OpenAI was verified by an independent panel to have reached artificial general intelligence, or AGI.
One major development since then is that OpenAI has been cozying up to Amazon, Microsoft’s biggest rival in cloud…
