- OpenAI recognizes Microsoft’s contributions to its growth, but says it’s time to expand
- New partnership with AWS could unlock more enterprise customers
- Companies contribute 40% of OpenAI’s total revenue
OpenAI has reportedly told staff to focus on growing its relationship with Amazon Web Services (AWS) after a years-long primary relationship with Microsoft, which Chief Revenue Officer Denise Dresser described as a roadblock.
“[The relationship with Microsoft] It has also limited our ability to reach companies where they are; to many, that’s Bedrock,” Dresser wrote in a memo to staff, praising Microsoft for being “fundamental to [OpenAI’s] success.”
Amazon Bedrock is generally considered a more flexible and probably more widely used platform than Microsoft.
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OpenAI appears to be reducing dependence on Microsoft
OpenAI has been actively trying to reduce its dependence on Microsoft for several months, first diversifying to use computing from other hyperscalers and now partnering with AWS to gain more customers.
“Since we announced the partnership in late February, the inbound demand from our customers for this offering has been downright staggering,” Dresser said of Amazon.
While OpenAI relied heavily on Microsoft in its first few years of public presence, it hit the ground running and has grown substantially since then. The company now says it makes $2 billion a month, with enterprise customers accounting for 40% of this.
Offering solutions to companies that choose not to subscribe to Microsoft is virtually guaranteed to generate a lot more revenue for the ChatGPT maker.
Dresser also commented on competition from Anthropic, which Claude has been aggressively expanding in recent months with a clear focus on the enterprise customer.
The revenue chief accused Anthropic’s strategy of being “fear, restriction and the idea that a small group of elites should control AI.”
As for what’s next, we’re still no closer to knowing whether OpenAI will go public, although rumors continue to circulate about such an event in 2026 or 2027.
Through CNBC
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