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The Economic Times
OpenAI to cap Microsoft revenue-sharing at $38 billion: Report
A report from an unnamed source suggests that OpenAI is moving to cap its revenue-sharing payments to Microsoft at $38 billion. This would mark a significant shift in the financial terms of their partnership, under which Microsoft has invested billions in OpenAI and receives a share of its revenues. The cap could limit Microsoft's upside from OpenAI's growth while giving OpenAI more financial independence. The report is unconfirmed, and details are scarce, but if true, it could reshape the dynamics between the two AI leaders. The broader implication is that major tech partnerships may see renegotiations as AI companies gain leverage.
MonitorConfidence: MediumShort term horizon
Published 12 May 2026, 02:31 UTC1 min read
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Summary
TL;DR
- OpenAI reportedly capping Microsoft revenue-sharing at $38 billion.
- Report is unconfirmed; details on timing and terms are unclear.
- Microsoft has invested over $13 billion in OpenAI since 2019.
- Cap could reduce Microsoft's future earnings from OpenAI.
- OpenAI would retain more revenue, increasing its financial autonomy.
- Move may reflect OpenAI's growing bargaining power as an AI leader.
- Other major tech partnerships may face similar renegotiations.
Interesting facts
- The reported cap of $38 billion is roughly double Microsoft's total investment in OpenAI.