Commitment
USD 250,000,000,000
incremental purchase commitment for Azure services; under new agreement signed on 2025-10-28; seller is Microsoft; amount is contracted, not delivered or paid | Normalization: Source-supported named relationship. Reuse the exact existing or explicitly added record only where the quote supports that relationship; preserve status, amount basis, dates, and uncertainty without inferring completion, parentage, affiliates, or unrelated aggregate edges. | Source fact date (role not promoted to effective date): 2025-10-28
Amounts describe different obligations and are not additive. A commitment is not cash drawn; a commercial contract is not a guarantee. Unstated terms remain unknown.
02
Terms, with the evidence
Separate observations, not an additive total. Disclosure dates, observation dates and effective periods retain their original meaning.
Economic status
contract.economic_statusdefinitive_agreement_signed
new definitive agreement; signed in October 2025; extends the partnership; date is incomplete (month-year only) | Normalization: Source-supported named relationship. Reuse the exact existing or explicitly added record only where the quote supports that relationship; preserve status, amount basis, dates, and uncertainty without inferring completion, parentage, affiliates, or unrelated aggregate edges. | Source fact date unknown
- Disclosed
- 28 Jan 2026
- Observed as of
- Not disclosed
- Effective from
- Not disclosed
- Effective to
- Not disclosed
In October 2025, we signed a new definitive agreement with OpenAI that extends this partnership
edgartools-evidence-v2/bundle:83
Economic status
contract.economic_statusreciprocal_revenue_sharing_arrangements_disclosed
reciprocal revenue-sharing arrangements; no amounts or timing disclosed; long-term strategic partnership originally established in 2019 | Normalization: The source states that Microsoft and OpenAI have reciprocal revenue-sharing arrangements, but it does not assign buyer, supplier, investor, issuer, or another permitted participant role. Capture the named partnership status without inventing a generic beneficiary role or a directional party role. | Source fact date unknown
- Disclosed
- 30 Jul 2025
- Observed as of
- Not disclosed
- Effective from
- Not disclosed
- Effective to
- Not disclosed
the companies have reciprocal revenue-sharing arrangements
edgartools-evidence-v2/bundle:69
Commitment
commercial.commitmentUSD 250,000,000,000
incremental purchase commitment for Azure services; under new agreement signed on 2025-10-28; seller is Microsoft; amount is contracted, not delivered or paid | Normalization: Source-supported named relationship. Reuse the exact existing or explicitly added record only where the quote supports that relationship; preserve status, amount basis, dates, and uncertainty without inferring completion, parentage, affiliates, or unrelated aggregate edges. | Source fact date (role not promoted to effective date): 2025-10-28
Record total — not a per-participant allocation
- Disclosed
- 29 Oct 2025
- Observed as of
- Not disclosed
- Effective from
- Not disclosed
- Effective to
- Not disclosed
OpenAI has contracted to purchase an incremental $250 billion of Azure services
edgartools-evidence-v2/bundle:70
Economic status
contract.economic_statusstrategic_partnership_phase_announced
subject is MICROSOFT CORPORATION; third phase announced; not stated as completed; date stated only as January 2023 month-year | Normalization: The source names OpenAI as a named party and states that Microsoft announced a third partnership phase in January 2023. Reuse the existing named-party partnership record without assigning investor, issuer, buyer, supplier, beneficiary, or legal-identity roles not supported by this source. | Source fact date unknown
- Disclosed
- 29 Jan 2025
- Observed as of
- Not disclosed
- Effective from
- Not disclosed
- Effective to
- Not disclosed
In January 2023 we announced the third phase of our OpenAI strategic partnership.
edgartools-evidence-v2/bundle:144
Economic status
contract.economic_statusright_of_first_refusal_on_openai_capacity_disclosed
on OpenAI's new capacity needs; no amount stated; relationship described in MD&A | Normalization: The source gives Microsoft a right of first refusal on OpenAI’s new capacity needs. Encode only the source-supported capacity direction (Microsoft supplier / OpenAI buyer), with no amount, term, legal identity, or effective date inferred. | Source fact date unknown
- Disclosed
- 30 Jul 2025
- Observed as of
- Not disclosed
- Effective from
- Not disclosed
- Effective to
- Not disclosed
We also have a right of first refusal on OpenAI's new capacity needs.
edgartools-evidence-v2/bundle:69