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Microsoft and OpenAI end exclusive partnership, terminating revenue-sharing arrangements

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AIMPACT news: On April 28 (UTC+8), Microsoft and OpenAI signed a new cooperation agreement to end their exclusive licensing relationship, reducing mutual reliance. According to a Monday announcement, Microsoft will no longer exclusively license OpenAI technology; the revenue-sharing arrangement is also terminated. However, Microsoft still retains an OpenAI stake valued at more than $135 billion. The new agreement allows OpenAI to offer all its products to customers of any cloud provider, ending Microsoft’s position as an exclusive cloud partner. Revenue sharing will continue until 2030, and the technology licensing will remain until 2032, while previously complex AGI-related terms have been removed. In September, Microsoft announced that it would buy models from its competitor Anthropic to reduce reliance on OpenAI, and the recently launched Copilot Researcher integrates GPT and Claude models. In February, when OpenAI received $11 billion in funding from Amazon, SoftBank, and NVIDIA, both sides emphasized that they remain close allies. Microsoft’s stock (MSFT) fell slightly by about 0.3% that day, to $423 per share.
MSFT0.06%
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