In September 2025, Microsoft and OpenAI signed an MOU that formally ended Microsoft’s exclusive cloud rights. The implications have unfolded rapidly across multiple massive infrastructure deals.
“Scaling frontier AI requires massive, reliable compute. Our partnership with AWS strengthens the broad compute ecosystem that will power this next era.”
The Implication for Microsoft
Microsoft’s share of OpenAI’s total compute spending is declining, even as the absolute commitment ($250B to Azure) remains substantial.
Not betrayal — rational behavior by a partner large enough to need optionality.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
