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OpenAI is planning to cut the slice of revenue it shares with Microsoft by 2030, according to internal financial docs seen by The Information. Right now, Microsoft gets 20% of OpenAI’s top-line revenue, but OpenAI reportedly aims to reduce that to 10% across all business partners, including Microsoft.
This comes on the heels of OpenAI's restructuring push, where it wants to turn its for-profit arm into a public benefit corporation (PBC) while keeping nonprofit control—a move Microsoft hasn’t yet signed off on.
Microsoft, which has invested tens of billions, currently holds exclusive rights to OpenAI’s APIs on Azure and can integrate its tech into Microsoft products. The two have a revenue-sharing agreement locked in until 2030.
As OpenAI grows more independent and commercially ambitious, it's clearly looking to reclaim more revenue—and possibly loosen Microsoft’s grip. If Microsoft pushes back, we could see tensions rise between two of AI's biggest power players.