OpenAI Plans to Reduce Microsoft’s Revenue Share by 2030

OpenAI, the artificial intelligence powerhouse behind ChatGPT, is reportedly planning to reduce the revenue share it currently allocates to Microsoft, its major partner and investor. This development comes amid broader organizational changes and evolving strategies within OpenAI’s leadership and investment structure.

According to internal financial projections shared with investors, OpenAI intends to lower the percentage of its revenue shared with Microsoft to 10% by the year 2030—down from the 20% currently agreed upon. The current revenue-sharing agreement is set to last until the end of the decade, but sources suggest that OpenAI is preparing to renegotiate or reshape the terms in the years ahead.

The shift is part of OpenAI’s ongoing recapitalization discussions, with its non-profit parent entity continuing to hold control—a move seen as limiting the centralized authority of CEO Sam Altman. This balance between innovation and governance is key as OpenAI scales its technology and partnerships globally.

Meanwhile, Microsoft is believed to be seeking continued access to OpenAI’s models and technology beyond the 2030 timeframe. The tech giant, which has invested billions into OpenAI and integrated its models into products like Microsoft 365 and Azure, has recently updated certain terms of its partnership, especially in light of its broader collaboration with Oracle and SoftBank to develop extensive AI infrastructure across the U.S.

While specific details of the future deal are still being finalized, both companies have reiterated their commitment to collaboration. OpenAI stated that they are “working closely with Microsoft” and expect to conclude the terms of their recapitalization in the near future.

This strategic realignment signals a significant evolution in one of the most high-profile partnerships in the AI space, as OpenAI moves toward increased financial independence while continuing to scale its technology and impact.