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

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AIMPACT message, April 28 (UTC+8): Microsoft and OpenAI signed a new cooperation agreement, ending their exclusive licensing relationship, with both sides’ interdependence reduced. According to a Monday announcement, Microsoft is no longer exclusively licensing OpenAI technology, and the revenue-sharing arrangement is also terminated, but Microsoft still retains OpenAI with a valuation of more than $135 billion. The new agreement allows OpenAI to offer all its products to customers of any cloud provider, ending Microsoft’s status as an exclusive cloud partner. Revenue sharing will continue until 2030, and the technology licensing will remain until 2032; earlier complex AGI clauses were removed. Microsoft announced in September that it would buy models from 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, the two sides emphasized that they remain close allies. Microsoft shares (MSFT) fell slightly by about 0.3% that day, to $423 per share.
MSFT1.93%
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