Microsoft(US:MSFT) Sou Hu Cai Jing·2025-06-26 08:03Core Viewpoint - The partnership between OpenAI and Microsoft is facing unprecedented challenges as they negotiate the definition of "Artificial General Intelligence" (AGI), which involves significant commercial interests and control over AI technology [1][3]. Group 1: Investment and Agreements - Microsoft invested $1 billion in OpenAI in 2019, followed by an additional $13 billion in subsequent agreements, which included terms that allow OpenAI to restrict Microsoft's access to future technologies once AGI is achieved [3]. - The agreements aim to ensure OpenAI's technological independence and prevent monopolization by a single commercial entity [3]. Group 2: Definition and Standards of AGI - There is currently no clear technical definition of AGI, but it is generally believed to require cross-domain generality, autonomous evolution, consciousness, and self-awareness [3]. - OpenAI favors a "functionalism" definition based on the system's actual capabilities, while Microsoft advocates for a "gradual assessment" approach to avoid premature triggering of technology restriction clauses [3][4]. Group 3: Implications for Microsoft - Microsoft's reliance on OpenAI's technology is deeply integrated into its core business, with Azure providing computational support and OpenAI's API embedded in tools like Microsoft Copilot and GitHub Copilot [4]. - If OpenAI restricts technology sharing upon achieving AGI, Microsoft could face technological obsolescence, strategic disadvantages, and financial losses [4]. Group 4: Negotiation Stalemate - Negotiations between OpenAI and Microsoft have reached an impasse, with Microsoft proposing to transfer AGI determination rights to a third-party organization, which OpenAI has rejected due to concerns over compromising technical confidentiality [4]. - OpenAI is forming an independent committee with academic and ethical experts to establish AGI determination standards and plans to release a technical white paper by 2026 [4].