Things are not going well between Microsoft and OpenAi. What in 2019 began as a promising idyll Waters six years later, and both companies have been looking for their own way. The break is not definitive, but that process begins to be delicate and is making them begin to get the dirty rags of the relationship.
Growing tension. In The Wall Street Journal They point how “tensions are reaching a boiling point.” One of the factors that contributes to the current situation is Openai’s intention to become a profit company. The current existing agreement that defines Microsoft’s participation in OpenAI is a reason for dispute.
Microsoft wants more. The central debate is what participation Microsoft will have if Openai becomes a profit company. According to the WSJ, Microsoft is asking for a greater participation than Openai is willing to give it. If OpenAi does not complete your conversion before the end of the year, It takes a risk to lose 20,000 million dollars.
Dangerous accusations. According to sources close to these companies, Openai managers They have accused Microsoft of anticompetitive behavior during his business alliance. Thus, while in Openai they claim that Microsoft did not offer all the computing capacity he could, In Microsoft they protested Because Openai did not give access to their most advanced models quick enough.
New girlfriend. Openai soon began to look alternatives and new brides. He found one that has in fact promised much more than Microsoft gave Openai. It’s about softbankwhich will theoretically invest 40,000 million dollars in Sam Altman’s company and will contribute to Gigantic Stargate Project.
On the one hand they say one thing … In a joint statement cited in WSJ, those responsible for Microsoft and Openai pointed out that “we have a long -term productive alliance that has offered incredible AI tools for all. Negotiations continue their course and we are optimistic when continuing to create things together in the future.”
… but on the other they do another. OpenAI intends to close the acquisition of Windsurf for 3,000 million dollars. However, the agreement with OpenAI indicates that Microsoft has access to all the intellectual property of Openai. And the problem is that the latter does not want Microsoft to have access to Windsurf’s intellectual property. They already have Github Copilot, and it seems that in Openai they are not willing to make Microsoft take advantage of that acquisition to improve their own platform.
And meanwhile, they compete more and more. Microsoft has access to OpenAi models, but also Ear money Every time someone uses chatgpt. Sam Altman’s company continues to benefit from the gigantic infrastructure of Azure and his computing capacity. And yet, both have been taking steps to “decouple”. Microsoft continues to work In its own AI models —Phi 4 continues to progress – for example, and OpenAi is still looking for new partners And he is drilling Even with Google to also be able to take advantage of its cloud infrastructure.
In Xataka | The Microsoft Agreement with OpenAI was just a first step. What they want (probably) is to get rid of them
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