智通财经网·2025-07-29 14:14Core Viewpoint - Microsoft is in deep discussions to renegotiate its agreement with OpenAI, which may allow Microsoft to continue using critical AI technologies from OpenAI even after the latter achieves its goal of Artificial General Intelligence (AGI) [1][2][3] Group 1: Agreement Negotiations - The new terms being discussed would ensure that Microsoft retains access to OpenAI's latest AI models and core technologies, regardless of OpenAI's claims of achieving AGI [2][3] - Negotiations have been ongoing, with potential agreement expected within weeks, following discussions between Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman [2] Group 2: Financial and Structural Considerations - Microsoft has invested approximately $13.75 billion in OpenAI and is the largest equity holder, with ongoing discussions about the shareholding structure in a potential new company [3][5] - OpenAI is seeking a larger share of revenue from its partnership with Microsoft and aims to adjust Microsoft's access to its intellectual property [3][4] Group 3: AGI and Business Milestones - OpenAI has defined AGI as a highly autonomous system that surpasses human capabilities in most economically valuable tasks, with current agreements tied to achieving this milestone [4][5] - The existing contract includes clauses that could trigger loss of Microsoft's rights to OpenAI's technologies based on technical or business achievements, such as generating approximately $100 billion in total profits [4][5] Group 4: Future Funding and Infrastructure - OpenAI is eager to change its non-profit structure to secure additional funding for building data centers and supporting the next generation of AI models, with SoftBank Group indicating potential funding of several billion dollars contingent on the restructuring being completed by year-end [6]