来源：环球网 根据双方的声明，新的商业安排细节尚未完全披露，但两家公司正在积极努力敲定最终协议的条款。 资料显示，微软于2019年向OpenAI投资了10亿美元，并于2023年初再次投资了100亿美元。根据之前的 协议，微软拥有通过其Azure云计算平台销售OpenAI软件工具的独家权利，并优先获得该初创公司的技 术。然而，随着OpenAI的收入增长到数十亿美元，它正在寻求更传统的公司结构以及与其他云提供商 的合作，以扩大销售额并确保满足需求所需的计算能力。 微软曾被指定为OpenAI的唯一计算提供商，但今年微软放松了控制，允许OpenAI开展自己的数据中心 项目Stargate，包括与甲骨文签署价值3000亿美元的长期合同，以及与谷歌达成另一项云计算协议。 OpenAI表示，按照目前的条款，其非营利部门将获得超过1000亿美元，约占其在私人市场寻求的5000 亿美元估值的20%。这将使其成为资金最充足的非营利组织之一。 两家公司并未透露微软将拥有OpenAI的多少股份，也未透露微软是否会保留对OpenAI最新模型和技术 的独家使用权。OpenAI仍面临监管障碍，因为其新架构需要获得加州和特拉华州相关部门的批 ...

Core Viewpoint - Microsoft is in deep discussions to renegotiate its agreement with OpenAI, which may allow Microsoft to continue accessing critical AI technologies even after OpenAI achieves its goal of Artificial General Intelligence (AGI) [2][3][4] Group 1: Agreement Negotiations - The current agreement stipulates that once OpenAI reaches AGI, Microsoft will lose some rights to use OpenAI's technology [3][4] - New terms under discussion would allow Microsoft to use OpenAI's latest models and core AI technologies even if OpenAI claims to have achieved AGI [3][4] - Negotiations have been ongoing, with potential for an agreement to be reached within weeks [3][4] Group 2: Financial and Structural Considerations - OpenAI is seeking a larger share of revenue from its partnership with Microsoft and adjustments to Microsoft's access to its intellectual property [4][5] - Microsoft aims to maintain access to OpenAI's core AI technologies beyond the current contract's expiration in 2030 [4][5] - OpenAI is also looking to expand its services to more clients, including those not using Microsoft's Azure cloud platform [5][7] Group 3: AGI and Milestones - OpenAI defines AGI as a highly autonomous system that surpasses human capabilities in most economic value tasks [5] - The current contract includes clauses related to AGI milestones, which could trigger Microsoft's loss of rights to OpenAI's technology [5][6] - Microsoft has the authority to determine if commercial milestones are met, but disputes could lead to legal challenges [6] Group 4: Investment and Future Funding - OpenAI is eager to change its non-profit structure to secure additional funding for building data centers and supporting next-generation AI models [7] - SoftBank Group has indicated it would provide billions in support, contingent on OpenAI's restructuring being completed by year-end [7]

智通财经APP获悉，据媒体援引知情人士的话报道，美国科技巨头微软(MSFT.US)正就签署一项协议进 行深入讨论，该协议可能使其持续获得对OpenAI而言至关重要的AI技术，从而消除这家人工智能初创 公司转型为营利性机构的一大障碍。 知情人士透露，微软和OpenAI正就重新谈判合作协议进行深度磋商，这项交易可能确保微软在OpenAI 实现通用人工智能(AGI)目标后，仍能继续使用其关键AI技术。根据双方现有合同，OpenAI达到AGI水 平被视为一个关键里程碑，届时微软将失去对OpenAI AI技术的部分权利。新协议旨在消除这一限制， 这也是OpenAI转型为营利企业面临的主要障碍之一。 报道指出，双方已讨论新的条款，即便ChatGPT母公司OpenAI认为自己已实现构建"通用人工智 能"(AGI)的目标，微软仍可继续使用 OpenAI最新AI模型及其他重要的AI技术。 所谓的AGI是指人工智能机器的假设智能，它有能力理解或学习人类可以完成的任何智力任务。微软和 OpenAI 未立即回应媒体们的置评请求。 根据现行协议，一旦OpenAI 实现 AGI，即被视为一项重大里程碑，届时微软将失去部分OpenAI技术 ...

Group 1 - Bill Gates criticized the current U.S. tariff policy and technology blockade against China, stating that these actions have negative impacts on the U.S. economy and global markets [1][3] - The uncertainty caused by the tariff policy has created a challenging environment for businesses, hindering their ability to make long-term investment decisions and plans for expansion [3] - Gates pointed out that the U.S. technology blockade has inadvertently accelerated China's technological advancements, particularly in the semiconductor industry, enhancing its competitiveness in the global tech landscape [3] Group 2 - Microsoft, as a leading player in the global tech sector, is at the forefront of industry transformation, investing heavily in key technologies such as cloud computing and artificial intelligence [4] - The company has made significant progress in its Azure cloud platform, which holds a substantial market share globally, and its collaboration with OpenAI has garnered worldwide attention [4] - However, the current U.S. trade policies and technology restrictions pose challenges to Microsoft's operational strategies and overall business environment [4]