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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, ending their exclusive licensing relationship and reducing how much they rely on each other. According to a Monday announcement, Microsoft will no longer exclusively license OpenAI technology, and the revenue-sharing arrangements are terminated as well. However, Microsoft still retains an OpenAI stake with a valuation of more than $135 billion. Under the new agreement, OpenAI can offer all of its products to customers of any cloud provider, ending Microsoft’s status as the exclusive cloud partner. Revenue sharing will continue until 2030, and technology licensing will be kept in place until 2032, with the previously complicated AGI-related terms removed. In September, Microsoft announced it would buy models from its competitor Anthropic to reduce reliance on OpenAI. 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 had emphasized that they remained close allies. Microsoft stock (MSFT) fell slightly by about 0.3% that day to $423 per share.
MSFT1.11%
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