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OpenAI, Microsoft cap revenue-sharing at $38 billion: Report
OpenAI and Microsoft reportedly agreed to cap total revenue-sharing payments at $38 billion as they renegotiate their contract. The move follows a renewal that would allow OpenAI to pursue new partnerships, including with Amazon and Google, and could influence investor outlook ahead of a potential public offering.
Why It Matters
The cap may provide OpenAI with a clearer long-term financial plan and support its fundraising aims, while preserving Microsoft’s investment framework through 2030.
Timeline
3 Events
May 12, 2026: Article notes renegotiated contract last month and potential new partnerships with Amazon and Google
May 12, 2026
The article notes that the contract was renegotiated last month, creating room for OpenAI to forge new partnerships with companies such as Amazon and Google; it also mentions that the cap could help OpenAI pursue a public offering as early as the end of the year.
May 11, 2026: The Information reports cap at $38 billion
May 11, 2026
U.S. digital news outlet The Information reported that OpenAI and Microsoft agreed to cap total revenue-sharing payments at $38 billion, citing a person with knowledge.
April 2026: Microsoft says revenue-sharing payments will continue through 2030 with a cap
April 2026
Microsoft stated in April that revenue-sharing payments from OpenAI would continue through 2030 and would be made at the same previously agreed percentage, subject to an overall cap.