Microsoft has officially ended its exclusive cloud provider status for OpenAI, following a new agreement that allows OpenAI to seek other cloud options if Microsoft cannot meet its needs. This change comes as part of OpenAI's broader infrastructure deal with SoftBank and Oracle. Microsoft retains first refusal on new cloud capacity and continues to support OpenAI's products, including a significant Azure commitment. Despite tensions over compute capacity, key partnership elements, including revenue sharing and API exclusivity, remain intact through 2030.