Reuters reported on 27일(현지시간) that the companies renegotiated key terms, allowing OpenAI to offer its products through rival cloud providers such as Amazon Web Services and Google Cloud under certain conditions.
Under the amended agreement the companies released, Microsoft remains OpenAI’s primary cloud partner, and OpenAI products will generally launch first on Microsoft Azure. But if Microsoft cannot, or chooses not to, support needed features, OpenAI may provide those products on other clouds.
A central change is that Microsoft’s intellectual property license to OpenAI models and products, which runs through 2032, is no longer exclusive. The U.S. technology outlet The Verge said the shift to a nonexclusive license could widen access to OpenAI technology for other companies.
The revenue-sharing structure also changes. Microsoft will no longer share with OpenAI a portion of the revenue it earns from offering OpenAI models on Azure. OpenAI’s revenue-sharing payments to Microsoft will continue through 2030, but with a cap on the total amount. Reuters reported that Microsoft will receive 20% of OpenAI revenue through 2030, subject to an undisclosed overall limit.
The adjustment comes as OpenAI seeks to expand its corporate customer base. Under the previous deal, AWS and Google Cloud customers faced constraints in adopting OpenAI products directly.
Amazon responded quickly. CEO Andy Jassy said, “We will offer OpenAI models directly on AWS’s AI platform within weeks.”
The revised agreement also removes an artificial general intelligence, or AGI, clause. The earlier contract included a provision that could have changed revenue-sharing and rights if OpenAI reached AGI. The new deal keeps revenue-sharing in place through 2030 regardless of whether AGI is achieved. The Verge said the AGI clause, long seen as pivotal to the partnership’s future, was deleted.
The changes do not end the relationship. Microsoft remains a major shareholder with a 26.79% stake in OpenAI. OpenAI’s commitment to use at least $250 billion (about 36.8 trillion won) in Azure services through 2032 also remains in effect.
* This article has been translated by AI.
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