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OpenAI’s subtle drift from Microsoft has become an aggressive move toward Amazon

CNBC · Apr 29, 2026, 1:13 PM · Also reported by 1 other source

Key takeaways

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  • "The two are not related in any way," Dresser told CNBC in an interview following OpenAI's announcement with Amazon.
  • A lot has happened since late October, when OpenAI completed its recapitalization, giving Microsoft a 27% stake in the for-profit side of the artificial intelligence company.

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Open AI revenue chief Denise Dresser said the AI company's agreement on Tuesday to make its models available on Amazon had nothing to do with an announcement a day earlier that the startup had restructured its relationship with Microsoft for a second time in six months.

"The two are not related in any way," Dresser told CNBC in an interview following OpenAI's announcement with Amazon.

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