- OpenAI acknowledges Microsoft’s contribution to its growth, but says it’s time to expand
- New partnership with AWS could unlock more enterprise customers
- Companies bring in 40% of OpenAI’s total revenue
OpenAI has reportedly asked staff to focus on expanding its relationship with Amazon Web Services (AWS) after a years-long primary relationship with Microsoft that Chief Revenue Officer Denise Dresser described as stalling.
“[The relationship with Microsoft] has also limited our ability to meet companies where they are—for many, that’s Bedrock,” Dresser wrote in a memo sent to staff, praising Microsoft for being “fundamental to [OpenAI’s] success.”
Amazon Bedrock is generally seen as a more flexible platform that is more likely to be widely adopted than Microsoft.
The article continues below
OpenAI looks to reduce dependence on Microsoft
OpenAI has been actively trying to reduce its dependence on Microsoft for a number of months, first branching out to use other hyperscalers’ computers and now partnering with AWS to acquire more customers.
“Since we announced the partnership in late February, the incoming demand from our customers for this offering has been, quite frankly, staggering,” Dresser said of Amazon.
While OpenAI relied heavily on Microsoft for its first few years in the public eye, it hit the ground running and has grown significantly since then. The company now says it earns $2 billion a month, with enterprise customers accounting for 40% of that.
Offering solutions to companies that choose not to subscribe to Microsoft is almost guaranteed to bring in significantly more revenue for the ChatGPT manufacturer.
Dresser also commented on competition from Anthropic, which has aggressively expanded Claude in recent months with a clear focus on the enterprise customer.
The revenue chief accused Anthropic’s strategy of being “fear, limitation and the idea that a small group of elites should control AI.”
As for what’s next, we’re still no closer to finding out if OpenAI will go public, although rumors continue to circulate of such an event in 2026 or 2027.
Via CNBC
Follow TechRadar on Google News and add us as a preferred source to get our expert news, reviews and opinions in your feeds. Be sure to click the Follow button!
And of course you can too follow TechRadar on TikTok for news, reviews, video unboxings, and get regular updates from us on WhatsApp also.
