Sam Altman, CEO of OpenAI
New phase. The two companies change their partnership and impose limits on shared revenues. There is no longer reciprocity in the payment of part of the revenue.
announces a “new phase” in this partnership. She says there is a “new chapter” ahead.
The two companies restructured their strategic agreement. Two significant changes: revenue sharing and end of exclusivity.
O agreement eliminates exclusivity which granted Microsoft privileged access to OpenAI technologies. With this review, the company led by Sam Altman will now be able to make its models and products available to other cloud providers, such as Amazon or Google.
However, Microsoft will continue to have a license on OpenAI intellectual property for models and products until 2032; However, Microsoft’s license is no longer the only one.
Microsoft will continue to benefit from some advantages, including early access to new products through its Azure platform and intellectual property rights until the beginning of the next decade.
The new understanding provides for the imposition of a maximum limit to the amount that OpenAI will have to pay Microsoft under the revenue sharing, this mechanism will remain in force until 2030.
In this context, reciprocity ends: Microsoft will stop paying part of its revenue to OpenAIbut will continue to receive payments from the partner until 2030, “regardless of OpenAI’s technological progress, at the same percentage, but subject to a total maximum limit”.
Microsoft continues to participate directly in the growth of OpenAI as a major shareholder.
After this announcement, Microsoft shares fell 2% this Monday; while Amazon rose 1% in the markets.
There is a visible redistribution of opportunities no sector da artificial intelligence.
