tech
April 28, 2026
AWS to sell OpenAI models after Microsoft drops exclusivity, as OpenAI misses revenue targets and faces $100B infrastructure commitments
AWS will sell OpenAI models after Microsoft ended its exclusive reselling rights, completing a restructuring that began with Amazon’s $50 billion investment in OpenAI’s $110 billion funding round. The companies jointly built a Stateful Runtime Environment for agentic AI on Bedrock. But the deal arrives as the WSJ reports OpenAI missed revenue and user targets, with $25 billion in expected cash burn against $30 billion revenue, and hundreds of billions in infrastructure commitments to AWS, Azure, and Oracle that assume growth OpenAI has not yet demonstrated.
TL;DR
- AWS will sell OpenAI's models, ending Microsoft's exclusive reselling rights.
- Amazon made a significant investment in OpenAI as part of its funding round.
- AWS and OpenAI jointly developed a Stateful Runtime Environment for agentic AI on Bedrock.
- OpenAI has reportedly missed revenue and user growth targets for 2026.
- OpenAI faces substantial infrastructure spending commitments to AWS, Azure, and Oracle.
- The partnership restructuring shifts focus from model access to model integration within enterprise workflows.
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