Microsoft To Stop Sharing Revenue With OpenAI (cnbc.com)
(Monday April 27, 2026 @05:20PM (BeauHD)
from the next-phase dept.)
- Reference: 0182989784
- News link: https://slashdot.org/story/26/04/27/1657250/microsoft-to-stop-sharing-revenue-with-openai
- Source link: https://www.cnbc.com/2026/04/27/openai-microsoft-partnership-revenue-cap.html
Bloomberg reports that Microsoft is [1]ending revenue-sharing payments to OpenAI (paywalled; [2]alternative source ) and making the partnership non-exclusive. "The rapid pace of innovation requires us to continue to evolve our partnership to benefit our customers and both companies," Microsoft said Monday in a [3]blog post . Bloomberg reports:
> The revised deal is meant to simplify a complicated relationship between two partners that has been foundational to OpenAI's rise and the broader AI boom. OpenAI has since pursued partnerships with multiple cloud providers, including Microsoft rival Amazon.com Inc., to meet its growing computing needs to build and service AI software to a wider audience. As part of OpenAI's restructuring last year as a for-profit business, Microsoft received a 27% ownership stake in the AI startup.
[1] https://www.bloomberg.com/news/articles/2026-04-27/microsoft-to-stop-sharing-revenue-with-main-ai-partner-openai
[2] https://www.cnbc.com/2026/04/27/openai-microsoft-partnership-revenue-cap.html
[3] https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/
> The revised deal is meant to simplify a complicated relationship between two partners that has been foundational to OpenAI's rise and the broader AI boom. OpenAI has since pursued partnerships with multiple cloud providers, including Microsoft rival Amazon.com Inc., to meet its growing computing needs to build and service AI software to a wider audience. As part of OpenAI's restructuring last year as a for-profit business, Microsoft received a 27% ownership stake in the AI startup.
[1] https://www.bloomberg.com/news/articles/2026-04-27/microsoft-to-stop-sharing-revenue-with-main-ai-partner-openai
[2] https://www.cnbc.com/2026/04/27/openai-microsoft-partnership-revenue-cap.html
[3] https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/
All that $0 (Score:2)
by CEC-P ( 10248912 )
How are they going to live without the -$100,000,000 that Copilot is losing? Seriously, profit sharing from what, BING? I don't think Bing is making money on AI.
can't share what you don't have (Score:2)
by awwshit ( 6214476 )
Microsoft could share profits on AI if it had any. OpenAI is still waiting for its part of Microsoft's nothing burger.
Oh no, anyway (Score:2)
see subject.
Re:Oh no, anyway (Score:4, Interesting)
Noticings:
Sora shutting down.
Musk lawsuit back in the news.
Altman asked to step aside.
Whistleblower 'suicide' case being reexamined.
Actual suicide lawsuits, encouraged by chatbot, allegedly.
Memory wafer deal off?
Stargate collapsing, rumors Oracle could be caught in the wake.
Anthropic bails on selling murder services to DoW, OAI jumps in. ...
Microsoft creating distance.
Alone it probably doesn't mean much but this thing has real Sun Microsystems vibes in aggregate.
And here I thought the circular financing deals alone were disqualifying.
Good luck to the investors.
Re: (Score:2)
> Alone it probably doesn't mean much but this thing has real Sun Microsystems vibes in aggregate.
Sun Microsystems was a profit making business before it entered in a death spiral. I think this has more to do with a reflection that we were in fact in a bubble, and that bubble just got hit by a needle.
Re: (Score:2)
Sam Altman's leadership style is tuned for maximum grift over short term with long-term problems.
No matter how bullish one may be on LLM in general, I think folks *have* to at least concede that OpenAI itself is in it deep.
Maybe if they had kept Altman ousted, they could have proceeded in a more viable way, but I suspect OpenAI lwon't fare well in the coming months.
They aren't the best nor the cheapest at what they do. They don't have "hooks" into the user experience (e.g. Google can force Gemini by contr