ConfirmedCapacity commitment
OpenAI buys from Microsoft Azure
As part of its for-profit recapitalization — which left Microsoft with a ~27% stake — OpenAI committed to purchase an incremental $250 billion of Azure services, while Microsoft gave up its right of first refusal on new OpenAI cloud workloads.
- Buyer
- OpenAI
- Seller
- Microsoft Azure
- Announced
- Oct 2025
- Headline value
- $250B
- Type
- Capacity commitment
Sources
More OpenAI deals
- AWS · Feb 2026$100B
- Cerebras · Jan 2026over $20B
- AWS · Nov 2025$38B
- Oracle · Sep 2025$300B (reported)
- CoreWeave · Mar 2025up to $22.4B
Sourcing GPUs yourself?
You don't need a nine-figure commitment. Tell us the model, count and duration you need and we'll reply with providers worth talking to, based on the pricing and capacity data we track.
Send a sourcing request