Microsoft, OpenAI reaffirm ties after $110 billion raise

Microsoft and OpenAI have moved quickly to calm speculation that OpenAI’s mega funding round could change the dynamics of the tech world’s most closely watched partnerships.

In a joint statement, the two companies stressed that nothing about OpenAI’s new partnerships with Amazon, Nvidia, and SoftBank changes the structure of their existing alliance. They said the relationship remains exactly as set out in their October 2025 update.

In a blog post, the companies said, “As conversations around AI investments and partnerships grow and as OAI announces new funding and new partners as they did today, we want to ensure these announcements are understood within the existing construct of our partnership. Nothing about today’s announcements in any way changes the terms of the Microsoft and OpenAI relationship that have been previously shared in our joint blog in October 2025.”


They reiterated that the core pillars of their partnership remain unchanged. The companies said their 2025 agreement was deliberately designed to give both sides room to pursue other opportunities while continuing to collaborate closely on core priorities.

“We remain committed to our partnership and to the shared mission that brought us together. We continue to work side-by-side to deliver powerful AI tools, advance responsible development, and ensure that AI benefits people and organisations everywhere,” the post said.

Taking to X, OpenAI chief executive Sam Altman also echoed the message. “We continue to have a great relationship with Microsoft. Our stateless API will remain exclusive to Azure, and we will build out much more capacity with them,” he wrote.

OpenAI’s $110 billion fundraise

The reassurance comes as OpenAI pulled off one of the largest private capital infusions in history. The company has raised $110 billion at a pre-money valuation of $730 billion. The round was led by Amazon, with participation from Nvidia and SoftBank.

Amazon committed $50 billion in total, including $15 billion upfront, with the rest tied to certain undisclosed conditions, which reports suggest could include a potential IPO or progress towards artificial general intelligence.

SoftBank and Nvidia each invested $30 billion.

The scale of the deal highlights both the rapid commercial expansion of artificial intelligence and the enormous capital required to sustain it.

“OpenAI… is an extremely talented team with great products, IP, and vision for how they can continue to serve customers and enterprises. We think they’ll be one of the big winners in AI, we can help them grow, and we believe we’ll earn a strong return for Amazon over the long term,” said Amazon chief executive Andy Jassy in a post on X.

Altman, in turn, thanked Nvidia “for their continued trust” and described SoftBank as “an incredible and high-conviction partner.”