Group 1 - OpenAI's restructuring negotiations with Microsoft are ongoing, focusing on control, certainty, and the future of AGI, which will impact Microsoft's stake value and SoftBank's $10 billion investment timeline [1][2][5] - OpenAI operates under a capped-profit structure, which has become a financing obstacle, limiting investor returns and hindering the potential for an IPO [2][3] - Microsoft has invested over $13 billion in OpenAI, securing exclusive technology collaboration and priority usage rights, but this has led to conflicts regarding profit distribution as key milestones approach [5][11] Group 2 - The current exclusive hosting of OpenAI's models on Microsoft Azure limits OpenAI's API expansion and compliance capabilities, leading to negotiations for potential multi-cloud arrangements [6][17] - Microsoft seeks access to OpenAI's core intellectual property, particularly the training methodologies behind its advanced models, which OpenAI aims to protect as trade secrets [8][10] - The existing contract allows OpenAI to cut off Microsoft's access to its IP upon achieving AGI, creating significant risk for Microsoft and uncertainty regarding its investment [11][13] Group 3 - A potential compromise may involve transitioning from a binary AGI cutoff to a tiered mechanism based on significant capability milestones, enhancing investment certainty for both parties [13][15] - Multi-cloud capabilities could provide OpenAI with greater bargaining power, especially with large clients, while also increasing competition among cloud providers [17][19] - Specific industries may prioritize compliance and deployment flexibility over Azure's integration, indicating a shift in market dynamics [16][18]

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 ...

图 点击 上方 硬AI 关注我们 OpenAI计划大幅削减给微软的收入分成比例，从目前的20%降至2030年的10%，微软则希望在OpenAI重组后继续使用 后者的知识产权，双方还在就Azure云服务器协议等方面进行协商。分析指出，当前一个悬而未决的问题是：当前协议是 否涵盖OpenAI尚未发布或尚未产生收入的产品。 硬·AI 作者 | 李笑寅 编辑 | 硬 AI 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股份规模进行谈判。 微软 还希望获得未来继续使用OpenAI技术的保证。 OpenAI寻求削减微软"分成"，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 ...

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]