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

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AIMPACT news: On April 28 (UTC+8), Microsoft and OpenAI signed 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’s technology, and the revenue-sharing arrangements are terminated as well; however, Microsoft still retains an OpenAI equity stake valued at more than $135 billion. Under the new agreement, OpenAI can offer its full suite of products to customers of any cloud provider, ending Microsoft’s position as OpenAI’s exclusive cloud partner. Revenue sharing will continue until 2030, and the technology license remains in place until 2032; the earlier complex AGI-related provisions have been removed. In September, Microsoft announced 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 were still close allies. Microsoft stock (MSFT) fell slightly by about 0.3% that day, to $423 per share.
MSFT1.93%
AMZN-0.30%
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