OPENAI CAPS MICROSOFT REVENUE SHARE AT $38B



Under the new terms, OpenAI’s total revenue-share payments to Microsoft are capped at $38 billion, down from a potential $135 billion under the old structure.

That cuts long-term liability by $97 billion.

But there is a catch.

To secure that cap, OpenAI gave up its right to defer payments.

Instead of paying Microsoft $4 billion this year, it now owes $6 billion, adding $2 billion in 2026 alone.

The result is a clear tradeoff: OpenAI pays more upfront, but replaces open-ended liability with a fixed, modelable expense through 2030.

The goal is to pay premium now to give investors a cleaner financial story ahead of a potential IPO.
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