OpenAI and Microsoft reportedly cap revenue sharing at $38 billion

[Cobra69]

OpenAI and Microsoft are reportedly rewriting the rules of their partnership again. The latest claims suggest the revenue sharing agreement is now capped at $38 billion, which could give OpenAI more room to sign deals with other cloud and infrastructure providers.

It feels like the relationship is shifting from dependency into strategic coexistence. Microsoft still gets huge benefits from OpenAI products, but OpenAI clearly wants more independence before any future IPO discussions begin. A lot of people in AI were predicting this split in direction eventually.

https://www.reuters.com/technology/openai-cap-microsoft-revenue-sharing-38-billion-information-reports-2026-05-12

https://www.reuters.com/technology/openai-cap-microsoft-revenue-sharing-38-billion-information-reports-2026-05-12

[Oscar73]

Microsoft was never going to own the whole AI stack forever

[BiscuitTin]

If OpenAI starts using Google or Amazon infrastructure that changes everything

[Mia86]

Feels like both companies know AGI money is going to be absurd

[Rogue Sam]

I still think Microsoft got the better deal overall

[Stu96]

OpenAI wants freedom because investors probably demanded it

[WWEPete45]

The real story is how expensive AI compute has become

[ProperMadlad20]

Wonder how this affects Azure exclusivity

[Cheugy]

Sam Altman playing every side at once again

[DiamondDallas86]

This is starting to look more like a geopolitical alliance than a normal business deal