OpenAI重组落地

Core Viewpoint - Microsoft and OpenAI have reached an agreement involving the restructuring of OpenAI and collaboration in the AI field, with significant implications for both companies' equity and future operations [3][4]. Group 1: Restructuring and Equity - OpenAI has completed a restructuring, changing its nonprofit entity to OpenAI Foundation, which holds approximately $130 billion in equity of the profit-making division [3]. - The profit-making division has been restructured into a Public Benefit Corporation named OpenAI Group PBC, with the OpenAI Foundation holding 26% of the equity, current and former employees and investors holding 47%, and Microsoft holding 27% valued at around $135 billion [3][4]. - OpenAI's valuation in the private market is reported to be $500 billion following the latest secondary share sale [4]. Group 2: Financial Commitments and Investments - OpenAI plans to invest $25 billion initially to support breakthroughs in health and AI safety-related technology research [5]. - According to the agreement, OpenAI will purchase $250 billion worth of Azure cloud computing services from Microsoft, while Microsoft will relinquish its prior preferential supply rights for OpenAI's computing services [6]. Group 3: Intellectual Property and Collaboration - The previous agreement allowed Microsoft to use OpenAI's product and model intellectual property until 2030 or until OpenAI achieves Artificial General Intelligence (AGI) [7]. - The new agreement extends this period to 2032, ensuring that the authorization remains valid even if an independent expert group confirms that OpenAI has achieved AGI [8]. - OpenAI will continue to be a key partner for Microsoft in model collaboration, retaining exclusive intellectual property and Azure API usage rights until AGI is achieved [9].