OpenAI's partnership with Microsoft is under strain as disagreements arise over revenue splits and potential acquisitions. Microsoft has invested over $13 billion since 2019, gaining significant benefits under the current agreement lasting until 2030. Tensions have escalated, with OpenAI contemplating antitrust complaints against Microsoft, while Microsoft may withdraw from negotiations, affecting OpenAI's fundraising efforts. Revenue distribution is a central issue, with Microsoft currently receiving 20% of OpenAI's revenue, prompting OpenAI to seek a reduction and possible equity adjustments.
OpenAI has boomed, tensions over the terms of the deal, which lasts until 2030, are boiling over. OpenAI has even considered reporting Microsoft to antitrust regulators for anticompetitive behavior, while Microsoft is threatening to walk away from talks entirely, throwing off OpenAI's fundraising plans.
Under its agreement, Microsoft gets 20% of OpenAI's revenue, up to $92 billion. That's a big cut, and OpenAI wants to reduce it. In exchange, it's offering up Microsoft a bigger slice of itself.
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