Wednesday, July 30, 2025

Microsoft and OpenAI: Restructuring Talks for 30% Stake and Long-Term AI Access

Microsoft and OpenAI are nearing an agreement to secure Microsoft’s long-term access to OpenAI’s AI technology as the latter shifts from nonprofit to for-profit. Key issues include Microsoft’s potential 30% equity stake, which would enhance its influence over OpenAI’s technology and intellectual property. Microsoft has invested $13.75 billion in OpenAI to incorporate its AI models into its cloud services. Tensions emerged after CEO Sam Altman’s brief removal in November 2023, leading to calls for structural changes, despite criticism from co-founder Elon Musk. A significant aspect of the negotiations involves revising an AGI clause that currently restricts Microsoft’s access if OpenAI achieves artificial general intelligence. Additionally, OpenAI is exploring independent funding opportunities to lessen its reliance on Microsoft. With SoftBank planning a substantial investment contingent on OpenAI’s restructuring, the outcome may redefine their partnership and shape the AI landscape, impacting funding and competitive positioning. For updates, visit CoinMarketCap.

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