Microsoft · OpenAI · Sam Altman · Google · Crypto Briefing
OpenAI and Microsoft cap revenue-sharing at $38 billion as AI giant eyes independence
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The deal lets OpenAI diversify its cloud partnerships beyond Azure while maintaining existing revenue-sharing rates through 2030.
Key facts
- Microsoft has poured more than $13 billion into OpenAI since its initial $1 billion investment in 2019
- OpenAI raised $6 billion in funding in April 2026, and the company is widely expected to go public at a valuation that could exceed $150 billion
- For Microsoft investors, the $38 billion cap introduces a defined endpoint to what was previously an open-ended revenue stream
- Microsoft’s shares dipped about 1% on May 12 in response to the news
Summary
OpenAI and Microsoft have agreed to put a ceiling on their revenue-sharing arrangement at $38 billion, a move that effectively loosens one of the tightest corporate partnerships in the AI industry. Microsoft has poured more than $13 billion into OpenAI since its initial $1 billion investment in 2019. For OpenAI, this is about freedom. Microsoft’s shares dipped about 1% on May 12 in response to the news.