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🚨 MICROSOFT JUST KILLED ITS REVENUE SHARE DEAL WITH OPENAI AND $MSFT IS DOWN 5% INSTANTLY.
The company that poured $13+ BILLION into OpenAI is now officially done paying them a cut of the revenue.
New terms:
- License to OpenAI’s IP becomes NON-EXCLUSIVE
- No more revenue share payments
- But Microsoft stays the primary cloud provider
- Full IP access locked in through 2032
Wall Street’s reaction? Immediate -5% haircut on $MSFT.
This is the same Microsoft that once called OpenAI its “most important partnership.”
Now it’s rewriting the contract to keep the tech without handing over endless billions in royalties.
One of the biggest AI bets in history just got renegotiated, and the market is treating it like a red flag.