What is embodied intelligence?

Embodied intelligence (also called physical AI) refers to AI systems that can perceive, reason about, and interact with the physical world through a body or embodiment, such as humanoid robots, robotic arms, and autonomous vehicles.

What are humanoid robots?

Humanoid robots are robots designed to resemble and mimic the human body form and movements. They are being developed for applications in manufacturing, healthcare, hospitality, and domestic assistance.

How is China leading embodied AI innovation?

China has become a global leader in embodied AI through massive government investment, rapid deployment of humanoid robots in manufacturing, breakthroughs in dexterous manipulation, and a growing ecosystem of startups like AGIBOT and StarDust Era.

What content does Embodied Global cover?

Embodied Global covers the latest news, research breakthroughs, funding rounds, product launches, and industry trends in embodied intelligence, humanoid robotics, and physical AI, with a focus on Chinese innovations translated into English, Spanish, and French.

How often is Embodied Global updated?

Embodied Global is updated daily with the latest news and developments in embodied intelligence. Articles are published in three languages simultaneously to reach a global audience.

IndustryMay 4, 2026by Embodied Global

OpenAI Ends Microsoft Exclusive Partnership, GPT Models Now Available on AWS Bedrock

OpenAI Microsoft AWS AI cloud partnership

On April 27, 2026, Microsoft and OpenAI jointly announced an amended partnership agreement that formally ends the seven-year exclusive arrangement between them. The revised deal allows OpenAI to serve customers across any cloud provider, including Amazon Web Services and Google Cloud, while Microsoft remains the primary partner through 2032.

Key Changes in the Partnership

The most significant change is the removal of Azure's exclusivity status. OpenAI products will now be rolled out on Azure first, unless Microsoft cannot or chooses not to support the required capability. This clause effectively opens the door for OpenAI to deploy its full product suite through AWS Bedrock.

Financial Restructuring

Microsoft will no longer pay a revenue share to OpenAI for Azure-hosted model access. Previously, a portion of Azure revenues from OpenAI model access was passed back to OpenAI each time users accessed models via the platform. OpenAI will continue paying Microsoft 20% of its revenues through 2030, but that payment is now capped and independent of technological milestones—including the potential achievement of artificial general intelligence.

AWS Response

Amazon CEO Andy Jassy announced via LinkedIn that OpenAI models will become available to developers on Amazon Web Services through Amazon Bedrock in the coming weeks. This marks a significant shift in the AI infrastructure landscape, giving enterprises more choices in deploying AI models.

Strategic Implications

The amendment comes as OpenAI seeks to expand its enterprise customer base beyond Microsoft's ecosystem. OpenAI's ARR exceeds $25 billion, with a valuation around $852 billion, but faces stiff competition from Anthropic, whose ARR exceeds $30 billion. The ability to deploy across multiple cloud platforms is seen as crucial for OpenAI's continued growth and potential IPO.

The revised partnership represents a mature evolution of the Microsoft-OpenAI relationship, moving from exclusive捆绑 to a more balanced collaboration that benefits both parties while opening the AI market to greater competition.