OpenAI's revised Microsoft pact lets it sell AI models across multiple clouds, enabling a likely expansion with Amazon and broader enterprise distribution. Why it matters: The shift ends OpenAI's effective cloud exclusivity, widening its reach to customers using AWS, Google Cloud or others — and intensifying AI platform competition. Driving the news: A rewritten deal frees OpenAI to sell through any cloud, caps Microsoft's cut of OpenAI revenue and scraps a controversial provision that would have changed the companies' business relationship once artificial general intelligence (AGI) was achieved. Zoom in: Amazon and OpenAI are poised to quickly capitalize on the change. - "We're excited to make OpenAI's models available directly to…
OpenAI is tightening its ties with Amazon, saying its early investor and partner Microsoft was holding it back. Why it matters: The ChatGPT creator is under pressure to keep pace with its competitors as the AI economy evolves and its potential IPO approaches . Driving the news: OpenAI's recently established cloud partnership with Amazon Web Services has generated "frankly staggering" demand from enterprise customers, OpenAI's new revenue chief, Denise Dresser, said in an internal memo. - "We are firing on all cylinders to establish this as a scaled distribution channel," Dresser said. Friction point: Dresser wrote that OpenAI's Microsoft partnership has been "foundational to our success" but "has also limited our ability to meet…