What fraction of Azure compute does OpenAI represent? (Does the $250bn commitment have a time period? Is it legally binding?)

Azure did $75B last quarter.

That article doesn't give a timeframe, but most of these use 10 years as a placeholder. I would also imagine it's not a requirement for them to spend it evenly over the 10 years, so could be back-loaded.

OpenAI is a large customer, but this is not making Azure their personal cluster.