OpenAI’s Revenue Share Cut and Microsoft Deal Draw Regulatory Scrutiny

OpenAI plans to slash revenue share payments to partners from 20% to 8% by 2030, potentially retaining over $50 billion in additional funds. The financial impact—whether annual or cumulative—remains unspecified. Simultaneously, the AI firm is negotiating server costs with Microsoft, alongside a tentative $100 billion equity stake agreement for its nonprofit overseer.

Regulators are circling. California Attorney General Rob Bonta confirmed an ongoing probe into OpenAI's governance changes, emphasizing protection of charitable assets. The lack of transparency around whether the $100 billion stake grants control has intensified scrutiny from competitors and advocacy groups.

Microsoft's role looms large. The reported server-cost talks and the nonbinding partnership agreement signal deepening ties between the tech giant and the ChatGPT maker. Market watchers await details on how these moves will reshape AI's competitive landscape.