Sou Hu Cai Jing·2025-07-31 07:43Core Insights - Microsoft is in critical negotiations with OpenAI to reach a historic agreement that would allow Microsoft to continue using OpenAI's latest models and technologies even if OpenAI achieves its AGI goals [1][4] Group 1: Current Agreements and Implications - The original agreement signed in 2019 stipulates that Microsoft would lose access to OpenAI's subsequent technologies if OpenAI develops an AGI system capable of surpassing human performance in most economically valuable tasks [4] - This clause is intended to prevent the monopolization of AGI by a single commercial entity, but it has become a significant risk for Microsoft [4] Group 2: Financial Investments and Strategic Concerns - Microsoft has invested over $13.75 billion in OpenAI and has deeply integrated its technologies into core products such as Azure cloud services, Windows, Office, and GitHub Copilot [4] - If Microsoft loses access due to the AGI clause, it would face technological obsolescence, strategic disadvantages, and the risk of its substantial investments being rendered worthless [4] Group 3: Regulatory Scrutiny - Regulatory bodies in the EU and the US are conducting antitrust reviews of the collaboration between Microsoft and OpenAI, concerned about the potential formation of an AI technology monopoly [4] - If Microsoft expands its control during negotiations, it may trigger more stringent regulatory interventions [4]