OpenAI anticipates reducing its revenue share with Microsoft from 20% to 10% by 2030, according to reports based on internal financial projections shared with investors. This adjustment follows OpenAI's decision to scale back major restructuring plans. Microsoft has invested $13.75 billion in OpenAI, including a $10 billion commitment announced in January 2023. Microsoft utilises OpenAI's models in products like Copilot, and the existing agreements ensure Microsoft's access to OpenAI's technology and APIs through 2030.
The core elements of the partnership between Microsoft and OpenAI are expected to remain in place until 2030, including Microsoft's access to OpenAI's IP and the exclusivity of OpenAI's APIs on Azure. Microsoft retains rights to OpenAI's IP for use within its products, and the OpenAI API remains exclusive to the Azure platform. The companies also have reciprocal revenue-sharing agreements.
An OpenAI spokesperson stated that they continue to work closely with Microsoft and are looking forward to finalising the details of this recapitalisation in the near future. Microsoft has approved OpenAI's ability to build additional capacity, primarily for research and training of models.