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Microsoft and OpenAI end exclusive cooperation, terminating the revenue-sharing arrangement

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AIMPACT message, April 28 (UTC+8): Microsoft and OpenAI sign a new cooperation agreement, ending their exclusive licensing relationship, and reducing the degree to which the two sides depend on each other. According to a Monday announcement, Microsoft will no longer exclusively license OpenAI technology; the revenue-sharing arrangements are also terminated. However, Microsoft still retains an OpenAI stake valued at more than $135 billion, with the valuation surpassing $135 billion. The new agreement allows OpenAI to offer its full products to customers of any cloud provider, ending Microsoft’s position as the exclusive cloud partner. Revenue sharing will continue until 2030, and technology licensing will be retained until 2032; previously complicated AGI-related terms have been removed. In September, Microsoft announced it would buy models from competitor Anthropic to reduce reliance on OpenAI, and its recently launched Copilot Researcher integrates GPT and Claude models. When OpenAI received $11 billion in funding from Amazon, SoftBank, and Nvidia in February, both sides emphasized that they remained close allies. Microsoft’s stock (MSFT) fell slightly by about 0.3% that day, to $423 per share.
MSFT0.06%
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