The exclusivity arrangement was not merely a contractual preference — it was the structural reason enterprise procurement teams felt pressure to consolidate AI workloads on Azure. That pressure evaporates with the amended partnership. Enterprises that accepted Azure's pricing in part because OpenAI access came with it now have direct alternatives, and procurement teams writing their next AI contracts will negotiate from a different position. The cap placed on OpenAI's revenue-share payments through 2030 sets a ceiling on how much of OpenAI's commercial upside flows back to Microsoft — the financial…