Microsoft Locks In 20% Of OpenAI’s Revenue Until 2032 In High-Stakes Strategy Shift

Anusuya Lahiri

Fri, February 20, 2026 at 9:30 PM GMT+9 2 min read

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Microsoft Corp (NASDAQ:MSFT) will receive 20% of OpenAI’s total revenue until 2032 under a revised agreement.

Updated Revenue Share Agreement

The new deal, updated in the fall, allows OpenAI to collaborate with other compute providers without giving Microsoft the first right of refusal.

Some payments under the agreement will occur in the later years.

Initially, Microsoft was entitled to 20% of OpenAI’s revenue until 2030, the Information reported on Wednesday.

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Strategic Partnership With PBC Formation

Last October, Microsoft unveiled a new phase in its partnership with OpenAI.

As part of the updated agreement, Microsoft will support OpenAI’s creation of a public benefit corporation (PBC), securing a 27% stake in OpenAI Group PBC, valued at approximately $135 billion.

The deal preserves the partnership’s key elements, including Microsoft’s exclusive IP rights and Azure API exclusivity until an independent panel verifies Artificial General Intelligence (AGI).

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OpenAI’s Expansion And Funding Round

In addition to the new partnership terms, OpenAI is seeking up to $40 billion in funding from key suppliers, including Nvidia Corp (NASDAQ:NVDA), Amazon.com Inc (NASDAQ:AMZN), and Microsoft, to support its expansion, particularly data center capacity.

The company is also in talks with SoftBank Group Corp (OTC:SFTBY) (OTC:SFTBF) and Middle Eastern investors to secure further funding.

This funding round, aimed at helping OpenAI scale its operations, will likely close in the first quarter of 2026.

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This article Microsoft Locks In 20% Of OpenAI’s Revenue Until 2032 In High-Stakes Strategy Shift originally appeared on Benzinga.com

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