Microsoft to no longer pay revenue share to OpenAI
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Microsoft Stock Edges Higher
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Elon Musk suing OpenAI and its leaders
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OpenAI ended Microsoft’s exclusivity today with optimistic language, but the leaked memo from last week raised concerns about the partnership.
Microsoft and OpenAI’s amended deal loosens exclusivity, simplifies economics, and signals AI’s shift toward multi-cloud infrastructure.
OpenAI and Microsoft have long had a partnership regarding how the two entities do business with one another.
Microsoft's over-reliance on OpenAI exposes it to counterparty risk and margin pressure. Click here to see why the stock is a Sell.