Microsoft(US:MSFT) Hua Er Jie Jian Wen·2025-05-07 07:16Group 1 - OpenAI is seeking to significantly reduce its revenue sharing percentage with Microsoft from 20% to 10% by 2030, as part of its restructuring plan [1] - Microsoft, as OpenAI's largest external shareholder and business partner, has not yet approved this change [1] - There is uncertainty regarding whether the current agreement covers unreleased or non-revenue-generating products, such as OpenAI's $20,000 per month AI agent [1] Group 2 - OpenAI and Microsoft have been in negotiations for months regarding modifications to the existing agreement, including the revenue sharing percentage and the duration of Microsoft's rights to use OpenAI's intellectual property [2] - Microsoft is also seeking assurances for continued use of OpenAI technology and discussions are ongoing about how OpenAI utilizes Microsoft's Azure cloud services [2] - Tensions have arisen between the two companies, with OpenAI leadership expressing concerns over Microsoft's slow response in providing necessary server resources, leading OpenAI to seek server leasing agreements with Oracle and SoftBank [2]