OpenAI与微软重写合作协议：取消排他性条款，移除AGI相关约定
OpenAI 和微软重写合作协议，独家授权和 AGI 条款同时消失，这意味着 OpenAI 可以自由选择云平台，整个 AI 基础设施格局要重新洗牌。
OpenAI与微软已修订双方的合作协议。新协议取消了微软对OpenAI技术的独家授权，OpenAI现可自由通过任何云服务提供商分发其产品。同时，原协议中备受争议的关于通用人工智能（AGI）的条款也被移除。这一调整标志着双方合作关系从排他性转向更开放的生态合作。
OpenAI and Microsoft rewrite their deal: no more exclusivity, no more AGI clause
Key Points
- OpenAI and Microsoft have restructured their partnership. OpenAI can now sell its AI products through any cloud provider and is no longer exclusively tied to Microsoft Azure.
- The controversial AGI clause is gone. Instead, Microsoft gets a non-exclusive license to OpenAI's models and products through 2032.
- Microsoft no longer pays a revenue share to OpenAI, while OpenAI still pays royalties to Microsoft through 2030. Going forward, Microsoft profits primarily from its role as a major OpenAI shareholder.
OpenAI is free to distribute its products through any cloud provider, Microsoft loses its exclusive license to OpenAI's technology, and the controversial AGI clause is gone.
OpenAI and Microsoft have fundamentally restructured their partnership agreement. Both companies say the new terms bring more clarity, flexibility, and predictability.
The biggest change: OpenAI can now sell its products through any cloud provider. Previously, the company was largely tied to Microsoft's Azure platform. Microsoft remains the primary cloud partner, and OpenAI products will still launch on Azure first - but the exclusivity is over.
According to The Information, the immediate trigger for renegotiation was OpenAI's plan to offer AI products on Amazon Web Services. Microsoft was concerned this could violate the existing Azure contract. Sam Altman and Satya Nadella reportedly negotiated the changes personally over the past few weeks.
The deal also eliminates the controversial AGI clause. That provision would have secured Microsoft's IP rights to OpenAI's technology until the company achieved so-called "artificial general intelligence." Instead, Microsoft now gets a non-exclusive license to OpenAI's models and products through 2032, regardless of how far the technology advances.
Revenue sharing now flows in only one direction
The financial structure is changing, too. According to The Information, Microsoft no longer pays a revenue share to OpenAI. Previously, Microsoft handed over 20 percent of the revenue it earned selling OpenAI models through Azure. OpenAI, on the other hand, still pays a revenue share to Microsoft - but only through 2030 and with an overall cap. The percentage stays the same, according to OpenAI.
Going forward, Microsoft benefits primarily through its role as a major shareholder, profiting directly from OpenAI's growth. The two companies also plan to collaborate on data centers, chips, and AI for cybersecurity.
AI News Without the Hype – Curated by Humans
Subscribe to THE DECODER for ad-free reading, a weekly AI newsletter, our exclusive "AI Radar" frontier report six times a year, full archive access, and access to our comment section.