Microsoft/OpenAI feels less like a breakup and more like AI entering its “multi-cloud” phase.

OpenAI gets more distribution. Microsoft keeps deep access to the tech. Azure still matters, but exclusivity matters less.

The bigger question: what does this do to Google, AWS, Oracle, Databricks, Snowflake, and every company trying to own the enterprise AI workflow?

If models become more cloud-neutral, the real moat may shift to data, workflow, trust, and distribution.