One of the most notable partnerships in the field of artificial intelligence in recent years, the collaboration between OpenAI and Microsoft has taken on a new dimension with a new agreement signed in September 2025. The memorandum of understanding announced by the two companies signals important clues about the future of this existing partnership. But what exactly does this agreement entail, and why is it drawing so much attention in the tech world? What potential consequences could it bring?
In Short: What Happened?
In a joint statement made on September 11, 2025, OpenAI and Microsoft announced that they had signed a non-binding memorandum of understanding. This document presents a framework outlining the boundaries of cooperation before the parties reach a final agreement. According to the statements, the goal is to continue producing transparent and innovative projects in the field of artificial intelligence.
The Heart of the Agreement: Structural Transformation
The new agreement not only ensures the continuation of the partnership but also brings significant structural changes to OpenAI’s corporate structure. OpenAI said under current terms, its nonprofit arm will receive more than $100 billion — about 20% of the $500 billion valuation it is seeking in private markets — making it one of the most well-funded nonprofits.
From Exclusivity to Multi-Cloud
Until now, Microsoft’s relationship with OpenAI, especially the exclusive access provided via Azure, stood out. However, one of the anticipated changes brought by the new agreement is that this exclusivity could be relaxed. OpenAI’s potential deal with cloud giant Oracle for infrastructure services signals that the company will not remain tied to a single cloud provider in the future. This development may open the door for more players in the ecosystem.
Microsoft’s Dual-Track Strategy
Microsoft, while maintaining its close collaboration with OpenAI, is also investing in its own AI models. From GitHub Copilot to Microsoft 365 integrations, the company is planning to position its proprietary AI models alongside OpenAI’s in many product lines. This dual strategy allows Microsoft to increase its innovation capabilities and diversify its offerings.
Regulation and Timeline
For both companies, this transformation process involves not only technical but also legal and regulatory dimensions. In order for the agreement to become binding, approval from regulators—particularly in the U.S.—is expected. The process is projected to be completed before the end of 2025. Therefore, the current memorandum of understanding can be seen as a bridge agreement.
A New Milestone in AI Partnership
The new agreement between OpenAI and Microsoft will not only shape the future of these two companies but also influence the direction of the AI ecosystem. The multi-cloud strategy and Microsoft's parallel investments may create a more competitive and diverse environment in the upcoming period.
As a result of this process, companies and users alike may benefit from broader choices, more robust infrastructures, and a clearer regulatory framework. With its emphasis on transparency and innovation in AI, this partnership continues to be a cornerstone of progress.
