OpenAI Reportedly Plans to Cut Revenue Share with Microsoft — The Information

May 6 – OpenAI is reportedly planning to significantly reduce the share of revenue it splits with Microsoft (NASDAQ: MSFT), according to The Information. The change comes amid a major internal restructuring at the AI startup.

Microsoft has been OpenAI’s largest backer since at least 2019, and its flagship GPT models power several core Microsoft AI products, including Copilot in Office and Azure OpenAI services.

According to the report, OpenAI aims to cut revenue sharing with Microsoft by at least 50% by the end of this decade. The change would still require Microsoft’s approval.

Earlier this week, OpenAI stated it would not pursue a full transition into a for-profit entity, though it is continuing with structural changes to raise more capital.

The report comes at a time of growing speculation that Microsoft may be dialing back its involvement with OpenAI, especially after the startup secured major new funding from Japan’s SoftBank (OTC: SFTBY).

OpenAI and SoftBank recently announced a $500 billion joint venture to build advanced AI data centers across the U.S.—a project where Microsoft’s role appears limited.

What This Means for MSFT Investors

While Microsoft remains deeply invested in AI, OpenAI’s restructuring and growing partnerships with other global tech giants may hint at a more competitive or diversified AI landscape ahead.

For investors, this raises two key questions:

• Will Microsoft maintain its AI edge without exclusive access to OpenAI’s innovations?
• Is it time to reassess MSFT’s long-term growth potential in the evolving AI race?

As always, diversification and vigilance are essential. Microsoft still has a broad AI portfolio—but the dynamics of its OpenAI partnership are worth watching closely.