Core Insights - OpenAI is expected to significantly reduce its revenue share payment to Microsoft from nearly 20% to approximately 8% by 2030, allowing it to retain over $50 billion in additional revenue [1] - Ongoing negotiations between OpenAI and Microsoft include discussions on the evolution of their partnership post-AGI and the costs associated with server rentals [1][2] - The restructuring plan aims to transition OpenAI's nonprofit structure while maintaining control over a new public-benefit corporation, which is crucial for future fundraising and potential IPO [3][4] Revenue Sharing and Financial Implications - The new revenue-sharing agreement indicates that OpenAI will share around $56 billion with Microsoft and other partners by 2030, a decrease from the previously estimated $74 billion [1] - The reduction in revenue share is seen as a more aggressive target compared to earlier predictions of around 10% [1] Organizational Structure and Future Plans - OpenAI's complex organizational structure includes a nonprofit parent company and a for-profit subsidiary, which has faced challenges due to profit cap limitations [3] - The restructuring is designed to facilitate a potential IPO, with OpenAI's nonprofit entity expected to control a public-benefit corporation while holding a significant equity stake [3][4][5] Market Context and Investor Sentiment - The AI industry is experiencing rapid growth, leading to heightened interest from capital markets, which could provide OpenAI with substantial funding for further technological advancements [5] - OpenAI's leadership has indicated that the ongoing restructuring is paving the way for a future IPO, contingent on market conditions and the company's readiness [4][5]

O p e n A I 寻 求 削 减 微 软 " 分 成 " 以下文章来源于硬AI ，作者硬ai 硬AI . AI时代，快人一步~ 来源 | 硬AI 重 组 计 划 引 发 权 力 博 弈 ？ 据媒体周二报道，在OpenAI推进公司重组的计划中，其中一个关键部分是大幅削减与微软的收 入分成比例。 具体而言，在现有协议中，OpenAI同意在2030年之前向微软分享其20%的收入。 而OpenAI向潜 在和现有投资者表示，到2030年，它将仅与包括微软在内的商业伙伴分享10%的收入，这从某些 内部文件中可以得到证实。 目前，微软作为OpenAI最大的外部股东和商业合作伙伴，尚未批准这一变更请求。 报道指出，一个悬而未决的问题是： 当前协议是否涵盖尚未发布或尚未产生收入的产品 ，比如 OpenAI此前推出的计划每月收费2万美元的博士级AI代理。 微 软 的 顾 虑 I P 使 用 权 和 云 服 务 协 议 据报道，OpenAI和微软就现有协议的修改已争执数月 ，包括修改20%的收入分成比例，以及微 软保留使用OpenAI知识产权权利的时间。 据接近两家公司的高管向媒体透露，双方仍在就微软在重组后的营利性部门中的 ...

Group 1 - OpenAI is seeking to significantly reduce its revenue sharing percentage with Microsoft from 20% to 10% by 2030, as part of its restructuring plan [1] - Microsoft, as OpenAI's largest external shareholder and business partner, has not yet approved this change [1] - There is uncertainty regarding whether the current agreement covers unreleased or non-revenue-generating products, such as OpenAI's $20,000 per month AI agent [1] Group 2 - OpenAI and Microsoft have been in negotiations for months regarding modifications to the existing agreement, including the revenue sharing percentage and the duration of Microsoft's rights to use OpenAI's intellectual property [2] - Microsoft is also seeking assurances for continued use of OpenAI technology and discussions are ongoing about how OpenAI utilizes Microsoft's Azure cloud services [2] - Tensions have arisen between the two companies, with OpenAI leadership expressing concerns over Microsoft's slow response in providing necessary server resources, leading OpenAI to seek server leasing agreements with Oracle and SoftBank [2]