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What Changed In The OpenAI-Microsoft Partnership Deal

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OpenAI and Microsoft have restructured their partnership, introducing limits on revenue sharing while expanding OpenAI’s flexibility to operate across multiple cloud providers, according to a company announcement reported Monday.

Under the revised deal, OpenAI will continue paying Microsoft a 20% revenue share through 2030, but total payments will now be capped. The report said Microsoft will no longer share revenue with OpenAI under the new terms.

The companies described the update as a move to simplify collaboration and broaden AI access. However, the shift comes amid signs of strain, as OpenAI seeks greater independence in serving enterprise clients.

Microsoft has invested over $13 billion in OpenAI since 2019 and remains a key partner. Despite changes, both firms emphasized that the relationship remains strategic.

Microsoft shares dipped slightly following the announcement.

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