OpenAI is planning to significantly alter its revenue-sharing agreement with Microsoft, potentially cutting the tech giant's share in half by 2030. Currently, Microsoft receives 20% of OpenAI's revenue, but this figure would be reduced to 10% under the proposed changes.
The move is part of OpenAI's broader restructuring into a public benefit corporation, where its non-profit parent will retain control. Microsoft, OpenAI's largest investor with a $13.5 billion stake, is cautious about the changes and emphasizes the need to protect its investment.
The partnership between Microsoft and OpenAI has been substantial, with Microsoft gaining exclusive rights to OpenAI's technology and utilizing it in its AI offerings. However, recent developments suggest a shift in dynamics, with Microsoft exploring internal AI models and potentially hosting Elon Musk's Grok AI model.
As OpenAI moves forward with its restructuring plans, Microsoft's investment protection remains a key concern. The outcome of this situation will likely have significant implications for the future of the partnership and the AI industry as a whole.
