Microsoft (MSFT) will no longer pay a revenue share to OpenAI

Microsoft's decision to stop paying a revenue share to OpenAI marks a strategic pivot that could enhance its margins while maintaining a significant role as a primary cloud partner.

Newsquawk StaffPublished 27 Apr 2026, 13:22 UTCOn the live feed at 13:02 UTC — 5 more headlines followed before this page went public

Newsquawk headlinesUTC

13:11

Germany's Finance Ministry has reportedly indicated it is prepared to consider suspending debt restrictions as an emergency measure, Bloomberg reports

13:06

Poet Tech (POET) provides purchase order update and cancels all purchase orders received from Celestial AI

13:02

Microsoft (MSFT) will no longer pay a revenue share to OpenAI

13:00

Newsquawk Daily US Conference Calendar - 27th April 2026: C, JPM, MA, USB, V

12:59

UK PM Starmer will be subject to a vote on whether he should be referred to the Privileges Committee, The Times' Swinford reports; Speaker Hoyle is expected to allow a debate and vote on the 28th of April over the referral.

Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.

Try the platform free

Free. No signup, no card.

MSFT will continue to have a license to OpenAI IP to 2032.
OpenAI license will now be non-exclusive.
Will participate and remain a major shareholder.
MSFT remains OpenAI's primary cloud partner.
OpenAI products will ship first on Azure.

Context

The non-exclusive license indicates a shift that opens up competition in AI, potentially impacting Microsoft's long-term positioning against rivals. As they continue to be a major shareholder and ensure product prioritization on Azure, this could lead to broader implications for both their software ecosystem and cloud services roadmap.

Equities · last 90 days

Recent headlines that moved markets

EQUITIES/8 Sept · 05:24 UTC

Saudi Energy Minister says a number of energy facilities and utilities were hit; are temporarily halting some operations.

Equity indices, after we published−0.3%

Modest downside seen across equity futures as energy prices tick higher.

EQUITIES/3 Sept · 04:54 UTC

North Korea stripped references to "peaceful unification" with South Korea from the charter of its ruling Workers' Party of Korea, according to Yonhap.

Equity indices, after we published−3.3%

EQUITIES/1 Sept · 16:17 UTC

Initial reports of an American attack on Iran, reports i24's Stein.

ES, after we published−0.2%

EQUITIES/26 Aug · 12:56 UTC

States and Meta (META) and agree to settle claims that platforms harmed children, according to a court filing; Meta agrees to pay a maximum of USD 16.68bln to states as part of deal

Market, after we published+2.6%

EQUITIES/7 Sept · 10:54 UTC

Saudi Aramco Jizan oil facilities were reportedly hit in new strikes, the FT reports citing sources; hit on Monday, damage is being assessed.

Equity indices, after we published−0.1%

EQUITIES/7 Sept · 09:15 UTC

Volkswagen (VOW3 GY) says that the Co., Lower Saxony and Aurelius Capital have agreed on key terms for the sale of Osnabrueck Plant; aims to secure the site and majority of jobs in the long term.

Market, after we published+1.6%

Newsquawk Daily

Get both market opens in your inbox.

This note and the other one — the EU open and the US open, every business day, written by the desk. No account needed.

Related headlines

The whole workspace, free to try.

© 2026 Newsquawk. All rights reserved.