Microsoft now holds a ~$135B investment in OpenAI Group PBC, or a ~27% stake, down from 32.5%; OpenAI commits to purchase an additional $250B in Azure services
Since 2019, Microsoft and OpenAI have shared a vision to advance artificial intelligence responsibly and make its benefits broadly accessible.
Microsoft
Related Coverage
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Discussion
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@reach_vb
@reach_vb
on x
“OpenAI is now able to release open weight models that meet requisite capability criteria.” let's gooooo
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@alexkaplan0
Alex Kaplan
on x
Huge news from MSFT on the conversion and associated changes: * $250B Azure contract (why is $MSFT not pumping like $ORCL?) * Revenue share remains in place... how does OpenAI make any margin?? * Independent panel will determine “AGI” threshold [image]
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@manifoldmarkets
@manifoldmarkets
on x
The provisions are a fascinating glimpse into OpenAI and Microsoft's bets about the future of AI and AGI. So much potential for reading between the lines. I'm not sure what to make of these: [image]
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@ajrgd
Alex Greenland
on x
fascinating 👀 [image]
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@p_maverick_b
Patrick Boyle
on x
1) Interesting that the definition of AGI has evolved from an obvious civilization-altering event to something that will need to be painstakingly determined by a panel of experts 2) Who are they going to get for that panel?! [image]
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@code_star
Cody Blakeney
on x
Hadn't had my coffee and thought this was a transformer diagram at first glance. It's not, but in a truer sense ... it is.
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@natejhake
Nate Hake
on x
@Microsoft OpenAI & Microsoft STOLE an Internet's worth of intellectual property, yet your agreement is all about IP “IP for me, not for thee” This is a contract between criminal enterprises [image]
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@johncoogan
John Coogan
on x
Super Bowl for people who know this chart. [image]
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@mattmday
Matt Day
on x
Microsoft gets two more years with OpenAI's models, and relief from a provision that had raised the prospect OAI could declare AGI and cut them off: https://www.bloomberg.com/...
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@mgsiegler
M.G. Siegler
on x
Wow they just spell it out very directly: after the most recent financing rounds, Microsoft holds a 27% stake in OpenAI (down from 32.5%).
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@microsoft
@microsoft
on x
The next chapter of the Microsoft-OpenAI partnership: https://blogs.microsoft.com/ ... [image]
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@davelee.me
Dave Lee
on bluesky
The terms of the new Microsoft/OpenAI pact are... interesting. Who's on this panel judging AGI? blogs.microsoft.com/blog/2025/ 10...
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@peark.es
George Pearkes
on bluesky
MSFT supports the OpenAI public benefit corp (PBC) change/recap. Post-recap MSFT stake will be 27% at a $500bn valuation. New agreement keeps MSFT as “frontier model partner” of OpenAI.