Microsoft and OpenAI Slash Revenue Sharing—Is the AI Power Couple Headed for Splitsville?
Microsoft (MSFT) and OpenAI just axed their revenue-sharing agreement—a move that’s got Wall Street whispering about cracks in the AI industry’s golden partnership. No more cozy profit splits, just cold hard questions about who’s really holding the chips in this $13 billion alliance.
The backstory: When MSFT dumped billions into OpenAI, it looked like a match made in tech heaven. Now? The prenup’s getting rewritten. Somewhere in Silicon Valley, a VC just ordered a third martini.
Here’s the kicker: This isn’t just about money—it’s about control. Microsoft’s been quietly building its own AI muscle (see: Copilot stack), while OpenAI plays the field with other cloud providers. Nothing says ’healthy relationship’ like parallel development roads and competing APIs.
Prediction time: Either we’re watching a strategic decoupling—or the smartest hedge in tech history. Either way, keep your eyes on Azure’s AI revenue line next quarter. Nothing moves markets like the smell of divorce in the boardroom.