OpenAI is set to cut back the slice of revenue it shares with technology powerhouse Microsoft—from 20% to just 10% by 2030. This move is part of a broader restructuring, as the company prepares to convert its for‑profit operations into a public benefit corporation, with strategic oversight staying with its nonprofit arm.
Microsoft has invested tens of billions into OpenAI, and the current deal—which lasts until 2030—grants Microsoft exclusive access to OpenAI’s intellectual property and APIs hosted on Microsoft Azure. Under this agreement, revenue sharing has been a key pillar. Now, OpenAI’s planned adjustments are clear: they want to optimise the financial playing field while keeping the relationship with their major partner intact.
Although the restructuring has been announced, Microsoft has not yet endorsed the proposed changes. Given the scale of its investment, Microsoft is understandably keen to see assurances that their position remains solid under the new framework.
If you’ve ever been wary of sudden shifts in tech partnerships, this news will resonate. It serves as a reminder that even industry leaders must evolve their strategies in a fast‑moving landscape.
