Not quite true, azure is now the only channel by which open ai innovation can be commercialise. This is the key control point.
For example, if there is an hardware innovation which make DNN training 1000x faster (e.g. optical DNN), but it does not exist on azure, than by definition it cannot be offered on another cloud.
To sum up, this deal assure the choking point of azure/MS on any innovation that would come up from open ai.
