微软与OpenAI分手：独家合作协议正式终止
OpenAI Breaks Free From Exclusive AI Pact With Microsoft
微软与OpenAI达成协议，解除微软销售OpenAI模型的独家权利，微软将不再获得收入分成。这意味着OpenAI可自主与亚马逊云服务、谷歌云等竞争对手开展合作，标志着双方关系的重大调整。
Microsoft and OpenAI have agreed to terminate Microsoft’s exclusive right to sell OpenAI’s AI models. Microsoft will no longer pay revenue share to OpenAI. Partnership will no longer be exclusive going forward. This opens the door for OpenAI to pursue partnerships with cloud rivals such as Amazon Web Services and Google Cloud. Microsoft statement: The rapid pace of innovation requires both companies to evolve their partnership for customer benefit. The restructuring reflects the changing dynamics of the AI infrastructure race.
对 AI 行业的影响
这一变化的影响远超技术层面。OpenAI不再受制于微软的转售限制，意味着它可以直接与AWS和谷歌云建立分销合作，在全球AI云市场正面竞争。对微软而言，失去独家绑定也意味着它必须更认真地经营自己的AI产品线，包括Copilot和Azure AI。整个AI基础设施市场的竞争格局将因此加速重组。
原文参考
来源：Bloomberg Technology · 2026-04-27
Microsoft Corp. and OpenAI have agreed to drop the software giant’s exclusive right to sell the startup’s AI models, opening the door for the ChatGPT maker to pursue deals with cloud-computing rivals like Amazon.com Inc.