- OpenAI recognizes Microsoft’s contributions to its growth, but says it’s time to expand
- New partnership with AWS could unlock more enterprise customers
- Enterprises generate 40% of OpenAI’s total revenue
OpenAI has reportedly asked its 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 blocker.
“[The relationship with Microsoft] has also limited our ability to meet businesses where they are – for many, it’s Bedrock,” Dresser wrote in a memo sent 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 its dependence on Microsoft
OpenAI has been actively trying to reduce its reliance on Microsoft for several months, starting with using compute from other hyperscalers and now partnering with AWS to get more customers.
“Since we announced the partnership in late February, the inbound demand from our customers for this offering has been frankly staggering,” Dresser said of Amazon.
While OpenAI relied heavily on Microsoft during its early years in the public eye, it took off and has grown significantly since then. The company now says it makes $2 billion a month, 40% of which is from enterprise customers.
Offering solutions to businesses that choose not to subscribe to Microsoft is virtually guaranteed to generate significantly more revenue for the creator of ChatGPT.
Dresser also commented on competition from Anthropic, which has been aggressively expanding Claude in recent months with a clear focus on enterprise customers.
The revenue chief accused Anthropic’s strategy of being “fear, restrictions and the idea that a small group of elites should control AI.”
As for what’s next, we’re still not close to knowing whether OpenAI will go public, although rumors continue to swirl about such an event in 2026 or 2027.
Via CNBC
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