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Microsoft and OpenAI have agreed to end Azure cloud exclusivity for OpenAI models and remove revenue sharing between the companies.
The revised agreement allows OpenAI to work with other major cloud providers, while Microsoft keeps a multi year IP license and its equity stake.
This shift comes as regulators increase scrutiny of Big Tech AI partnerships and as OpenAI weighs a potential IPO.
For investors watching NasdaqGS:MSFT, this reset in the OpenAI relationship touches the core of Microsoft’s enterprise AI story. The stock last closed at $424.82, with a 30 day return of 19.1% and a 5 year return of 75.8%. These figures show how closely AI related developments are being watched. The company is now repositioning its AI offering without exclusive access to a key model provider.
Ending exclusivity may push Microsoft to highlight the breadth of its own AI tooling, its multi year IP access to OpenAI technologies, and its role as an infrastructure provider rather than a gatekeeper. Readers may want to track how Microsoft communicates around Azure, its equity stake in OpenAI, and any new AI partnerships or product announcements that respond to this new, more open setup.
Stay updated on the most important news stories for Microsoft by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Microsoft.
NasdaqGS:MSFT Earnings & Revenue Growth as at Apr 2026
We’ve flagged 1 risk for Microsoft. See which could impact your investment.
Quick Assessment
✅ Price vs Analyst Target: At US$424.82, Microsoft trades around 26% below the US$572.67 analyst price target.
✅ Simply Wall St Valuation: Shares are estimated to be 19.6% below fair value, flagged as undervalued.
✅ Recent Momentum: The 30 day return of 19.1% shows strong short term interest in the stock.
There is only one way to know the right time to buy, sell or hold Microsoft. Head to Simply Wall St’s company report for the latest analysis of Microsoft’s Fair Value.
Key Considerations
📊 The end of Azure exclusivity shifts the OpenAI tie up from control of distribution to access and infrastructure, which may change how you think about Microsoft’s AI moat.
📊 Watch Azure AI workload trends, any new model partnerships, and how the US$424.82 price moves relative to the US$572.67 analyst target and 19.6% estimated discount.
⚠️ The flagged risk of significant insider selling over the past 3 months is worth monitoring alongside any further changes in the OpenAI relationship.
Dig Deeper
For the full picture including more risks and rewards, check out the complete Microsoft analysis. Alternatively, you can visit the community page for Microsoft to see how other investors believe this latest news will impact the company’s narrative.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include MSFT.
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