OpenAI is reportedly planning to reduce Microsoft’s revenue share from nearly 20% to around 8% by 2030. This shift aims to enable OpenAI to retain over $50 billion in additional revenue needed to support its significant computing costs. Under the existing agreement, Microsoft was guaranteed a 20% share through 2030. In exchange for this restructured deal, Microsoft is expected to receive one-third of the OpenAI entity, although it will not secure a board seat. The two companies are also negotiating terms related to server expenses and the potential use of artificial general intelligence (AGI). It remains uncertain whether a recent non-binding agreement between OpenAI and Microsoft already accounts for these anticipated revenue adjustments. For more updates on developments in the AI sector, sign up for The Decoder newsletter. Stay informed on crucial AI news, delivered weekly and free of charge.
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