Microsoft(US:MSFT) Z Potentials·2025-09-14 06:14Core Insights - OpenAI has informed some shareholders that its revenue share with Microsoft is expected to decrease significantly from nearly 20% this year to about 8% by the end of the decade [1][2] - This change implies that OpenAI will retain over $50 billion in additional revenue by 2030, which is crucial for the company as it anticipates record-high computing costs [2] - Negotiations are ongoing regarding the costs for OpenAI to rent Microsoft servers, and some terms have reportedly been agreed upon, including a share distribution where both OpenAI's nonprofit and Microsoft will each hold about one-third of the new company [3] Revenue Sharing Changes - The anticipated revenue share drop to 8% is lower than OpenAI's earlier prediction of around 10% for 2030, which was already a decrease from nearly 30% earlier this year [4] - OpenAI plans to share approximately $56 billion in revenue with Microsoft and other partners by 2030, down from a previous estimate of about $74 billion [4] Contractual Negotiations - The existing contract stipulates that Microsoft will lose exclusive rights to OpenAI's technology once certain financial milestones are met, but Microsoft is seeking to modify or remove the AGI clause from the contract [2][3] - Ongoing discussions involve the specifics of the restructuring agreement, with both parties meeting weekly to finalize details [3]