# Microsoft cuts OpenAI revenue share in fresh step to loosen its AI alliance

By Matt Britzman — 2026-04-28

Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: “Microsoft and OpenAI are taking fresh steps to reshape their partnership, and what initially looked like a negative for Microsoft is increasingly being seen as a win for both sides.

“Microsoft retains access to the latest models and continues to benefit financially from OpenAI’s growth, while giving up Azure exclusivity at a time when capacity constraints mean it couldn’t fully meet demand anyway.

“The shift gives OpenAI more flexibility to scale, without materially weakening Microsoft’s strategic position in AI.

“Crucially, with a large economic stake still in place, Microsoft remains a direct beneficiary of OpenAI’s success, keeping the long-term alignment firmly intact.”

Canonical: https://experts.pressassociation.com/expert/71/views/821c2919415af9b9