Core Points - Microsoft's negotiations with OpenAI have reached a stalemate, with Microsoft considering abandoning talks if key issues regarding its future stake in OpenAI are not resolved [1] - Microsoft has invested over $13 billion in OpenAI, securing a 49% profit-sharing right, with potential future profits reaching approximately $120 billion [1] - OpenAI is seeking to restructure its profit-making division, aiming for Microsoft to hold about 33% equity post-restructuring, while Microsoft demands a higher stake [1][2] - The complexity of revenue-sharing agreements between Microsoft and OpenAI complicates any potential termination of their partnership [2] - Microsoft's significant investment in OpenAI is crucial for maintaining its leadership in the AI sector, and the outcome of their negotiations will have a major impact on the global AI industry landscape [2] Financial and Technical Relationships - OpenAI reportedly shares 20% of its revenue with Microsoft, while Microsoft also pays 20% of its revenue from Azure OpenAI services to OpenAI [2] - Additional undisclosed revenue-sharing agreements exist between Microsoft and OpenAI related to Bing and Microsoft Edge, with a potential 10% revenue share based on a 15% year-over-year growth in search and news advertising revenue [2] - Microsoft's $13 billion investment is essential for OpenAI's transition to a public benefit corporation, which also requires Microsoft's approval [2]
OpenAI重组风波:微软嫌33%股权太少,双方“离婚”概率飙升