tech
April 30, 2026
Satya Nadella says he's ready to 'exploit' the new OpenAI deal
Microsoft gets to offer OpenAI's tech to its cloud customers and doesn't have to pay for it. "We fully plan to exploit it," Nadella said.
TL;DR
- Microsoft's revised OpenAI partnership provides royalty-free access to OpenAI's intellectual property and advanced AI models through 2032.
- Microsoft's AI business has surpassed an annual revenue run rate of $37 billion, a 123% year-over-year increase.
- OpenAI is a large customer of Microsoft, contributing to revenue through AI accelerator and other compute services.
- Microsoft has a 27% stake in OpenAI and OpenAI has committed to buying over $250 billion worth of Microsoft's cloud services.
- Nadella highlighted that enterprises prefer multiple AI models, and Microsoft offers the broadest selection from various providers, including OpenAI, Anthropic, and open source.
- Over 10,000 Microsoft customers have utilized more than one AI model.
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