微软将停止与主要人工智能合作伙伴OpenAI分享收入
阅读原文· bloomberg.com微软和 OpenAI 的收入分成协议是 AI 行业最重要的商业关系之一，Bloomberg 独家报道微软要停掉分成，这意味着两家公司的合作架构正在发生根本性重写，所有押注这条供应链的人都该盯紧。
微软将终止与其主要人工智能合作伙伴OpenAI的收入分成协议。这一变化意味着双方持续多年的财务合作模式发生重大调整，具体涉及的收入共享比例及金额未披露。此举可能预示着两家公司在AI领域的战略合作关系进入新阶段，或将影响未来AI技术的商业化路径与竞争格局。
Microsoft (MSFT) to Stop Sharing Revenue With OpenAI - Bloomberg
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OpenAI CEO Sam Altman, left, speaks with Microsoft Chief Technology Officer Kevin Scott during the Microsoft Build conference in Seattle in 2024.
Photographer: Jason Redmond/AFP/Getty Images
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By Matt Day
April 27, 2026 at 1:14 PM UTC
Updated on
April 27, 2026 at 2:36 PM UTC
Takeaways by Bloomberg AI
Microsoft Corp. and OpenAI have agreed to drop the software giant’s exclusive right to sell the startup’s AI models, opening the door for the ChatGPT maker to pursue deals with cloud-computing rivals like Amazon.com Inc.
In exchange for ending that exclusivity — which helped boost Microsoft’s cloud sales in the early years of the AI boom — the world’s largest software maker will no longer pay a revenue share on OpenAI products it resells on its cloud. The two companies announced the revised deal in a joint statement on Monday.