In financial forecasts shared with investors, OpenAI said the share of revenue with Microsoft will fall by at least half by the end of the decade.
Under the current agreement, OpenAI has agreed to share 20% of its revenue with Microsoft until 2030, according to The Information.
However, after the deal expired, OpenAI only wanted to share 10% of its revenue with its commercial partner Microsoft, and they emphasized that Microsoft wanted to access OpenAI's technology after 2030.
In January 2025, Microsoft changed a number of key terms in the deal with OpenAI, after a joint venture with Japan's Oracle and softBank Group to build new AI data centers worth up to $500 billion in the US.
Microsoft said it has a "both-party revenue sharing agreement" with OpenAI, in which key partnership elements remain valid through the contract until 2030.
An OpenAI spokesperson told The Information: "We continue to work closely with Microsoft and look forward to completing details of this refinancing in the near future."
Microsoft has been collaborating with OpenAI for many years, the integration of GPT into Copilot marks a key milestone in improving automation and supporting users in office applications such as Microsoft Office.
