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Cloud Strategy

3 articles tagged with Cloud Strategy

The Azure Decoupling — How Microsoft and OpenAI Quietly Ended the Cloud Exclusivity Era

On April 27 2026 Microsoft and OpenAI ended Azure exclusivity. OpenAI keeps a capped 20 percent payment to Microsoft through 2030 but is freed to ship production workloads on AWS, GCP, and Oracle. The same week, Anthropic locked in $40B from Google and $5B from Amazon against a $100B compute commitment. The cloud-and-foundation-model relationship that powered the post-2023 build-out is being unwound — and most enterprise AI architectures still assume the world that ended last Monday.

27 min readMichael Eakins
MicrosoftOpenAIAnthropic+9