Microsoft and Openai AGI clause

Microsoft is losing its advantage in AI before its own partner. OpenAI, the company that received 13,750 million dollars of investment, now negotiates from a position of strength to weaken the most lucrative relationship of the technological sector.

That of a marriage of convenience in which both parties have more and more misgivings of the other.

Why is it important. A clause buried in the contract between the two companies could dynamite the alliance. Yes OpenAi declares having reached the General Artificial Intelligence (AGI)Microsoft would lose access to all future models. It would be anchored in obsolete technology while its partner would conquer the market with higher tools.

The panoramic. What began as a marriage of convenience has become a battle for control:

• Microsoft needs Openai technology to compete with Google and Amazon.
• OpenAI needs Microsoft servers to train their models.

But Each company now seeks to reduce its mutual dependence While renegotia a ratio valued in hundreds of thousands of millions.

In detail. The AGI clause works as a three -part watchmaking pump.

1. First, the Openai Council can unilaterally declare that the AGI has reached.
2. Second, there is an economic threshold: If OpenAI shows that its models can generate more than 100,000 million in benefitsYou can cut access to Microsoft.
3. Third, Microsoft is prohibited from developing AGI on its own until 2030.

When the agreement was signed, Microsoft thought the AGI would take decades to arrive. Sam Altman, OpenAi CEO, It has been shortening the deadlines.

• It sounds as if Altman were moving the goal to call AGI to a simple better model to get rid of Microsoft.

What has happened. The problems began in November 2023, when Openai’s Council fired Altman without warning Microsoft. Although they replaced him days later, Microsoft lost confidence in its partner.

In March 2024, Microsoft hired Mustafa Suleymanfounder of Deepmind, to lead his division of internal. OpenAI responded by diversifying its suppliers Cloud With agreements with Oracle and Google.

The figures. Openai folded its annual income, from 5.5 billion to 10,000 million dollars, in 2024. This year It already goes for 12,000 million. But the company continues to lose money: in 2024 it registered losses of almost 5,000 million. Microsoft, meanwhile, generates 75,000 million annually with Azure, and an important part comes from OpenAi.

The context. OpenAI wants to restructure your business model to eliminate the top to the benefits and allow investors and employees to have direct shares.

Microsoft must approve this change, which gives negotiation power to review the entire relationship.

Between bambalins. Tensions have climbed beyond financial aspects.

• Some OpenAi senior researchers resist delivering their developments to Microsoft, despite the company’s contractual rights until 2030.
• OpenAI has begun to offer its services directly to business clients, short -circuiting Microsoft as an intermediary.

Yes, but. Both companies remain deeply interconnected.

1. Microsoft has built its entire AI ecosystem (Co -cilot, Azure Openai Service) around OpenAi technology.
2. Chatgpt has 900 million downloads to The 100 million co -pilotturning Openai into the real winner of the consumer market. By win.

And now what. Negotiations advance towards an agreement that could be completed by the end of summer.

• Microsoft seeks to keep access to OpenAi technology even after AGI and obtain a 30-35% participation in the restructured company.
• OpenAi wants freedom to choose suppliers Cloud and offer services through AWS and Google Cloud.

Turning point. If they do not get an agreement, Microsoft could keep the current contract until 2030, but would run the risk of losing access to the most important advances in AI. OpenAI, meanwhile, needs Microsoft’s approval to complete its restructuring and access 40,000 million in new financing.

The big question It is if one of the most powerful alliances of technology can survive when both partners have become rivals.

The answer will also serve who will control much of the future of AI.

Outstanding image | Xataka

In Xataka | All AI companies promise that the AGI will arrive very soon. The problem is that chatgpt is not the way