Bloomberg reported on the 29th local time that OpenAI has entered final negotiations over new terms to ensure that the technical access rights can be maintained before the contract with Microsoft (MS) expires. It is said that an agreement could be reached within weeks.
Under the current contract, MS's technical access rights will end before 2030 if OpenAI achieves general artificial intelligence (AGI) or proves the ability to generate a total revenue of $100 billion to investors. OpenAI is readjusting this clause to simultaneously promote independent product development and improve revenue distribution structure.
According to sources, OpenAI is coordinating interests with its largest investor, MS, while pushing for a transition to a for-profit model, and MS is demanding the right to continue utilizing OpenAI's technology even after reaching AGI.
OpenAI is exploring data center and AI infrastructure collaboration plans with other corporations in addition to MS, and is in a state of diversifying its dependencies. If this transition does not occur within the year, it could disrupt SoftBank's (SB) multi-billion dollar investment plans.
Meanwhile, it has been reported that the recent negotiations also discussed a plan for MS to secure 30-35% equity of OpenAI after the transition.
Goldman Sachs projected that if this contract is finalized, it could alleviate significant uncertainties for investors and would be beneficial for both parties.