Will OpenAI And Amazon’s $50B Deal Affect Microsoft? Here’s What The ChatGPT Creator Has To Say

OpenAI has entered into a sweeping new partnership and a funding commitment from Amazon.

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The OpenAI logo appears on a smartphone screen with the Microsoft logo in the background.(Photo by Samuel Boivin/NurPhoto via Getty Images)

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Shivani Kumaresan · Stocktwits

Published Feb 27, 2026, 2:10 PM

OPENAI
  • OpenAI said the latest deal with Amazon does not alter the framework governing its relationship with Microsoft.
  • Microsoft retains exclusive licensing access to OpenAI’s models and related intellectual property.
  • OpenAI disclosed $110 billion in fresh funding at a $730 billion pre-money valuation.

OpenAI on Friday sought to reaffirm the strength of its alliance with Microsoft Corp. (MSFT) after the artificial intelligence company unveiled a sweeping new partnership and a funding commitment from Amazon.com Inc. (AMZN). 

The tech giants said their long-running collaboration, launched in 2019, remains intact despite OpenAI’s latest expansion.

Partnership Structure Remains Intact

OpenAI said the latest deal with Amazon does not alter the framework governing its relationship with Microsoft, citing the companies’ prior joint disclosures. The ChatGPT creator emphasized that intellectual property rights, revenue-sharing terms, and cloud arrangements remain unchanged.

Microsoft retains exclusive licensing access to OpenAI’s models and related intellectual property. The company also continues as the sole cloud provider for stateless OpenAI APIs, meaning third-party integrations, including those involving Amazon, will still run on Microsoft Azure infrastructure.

OpenAI’s in-house products, such as Frontier, will likewise stay hosted on Azure.

Retail sentiment on Stocktwits around OpenAI remained in ‘neutral’ territory amid ‘high’ message volume levels at the time of writing.  

Amazon-OpenAI Deal 

Amazon and OpenAI announced a multiyear strategic alliance that includes a $50 billion investment from the e-commerce and cloud giant. The funding will begin at $15 billion, with an additional $35 billion contingent on future conditions.

OpenAI also expanded its existing cloud arrangement with AWS, committing to consume roughly two gigawatts of Trainium chip capacity over eight years. The move aims to lower computing costs and improve efficiency as AI workloads grow. 

“We are entering a new phase where frontier AI moves from research into daily use at global scale.”

-Open AI

The AI firm disclosed $110 billion in fresh funding at a $730 billion pre-money valuation, backed by SoftBank Group Corp. (SFTBY), NVIDIA Corp. (NVDA), and Amazon.

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