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Microsoft and OpenAI's New Agreement Dubbed 'Divorce Agreement', MSFT Pre-Market Drops 4%

On April 27, according to official news, Microsoft and OpenAI announced today that they have revised their cooperation agreement to simplify their partnership and collaboration methods. Key points of the agreement include: · Microsoft remains OpenAI's primary cloud partner, and OpenAI products will be released on Azure first, unless Microsoft is unable or chooses not to support the required capabilities. Now, OpenAI can offer all its products through any cloud provider to customers. · Microsoft will continue to hold the intellectual property licenses for OpenAI's models and products until 2032. Microsoft's license will now become non-exclusive. · Microsoft will no longer pay OpenAI revenue sharing. · The revenue share paid from OpenAI to Microsoft will continue until 2030, unrelated to OpenAI's technological progress, with the ratio remaining unchanged but subject to a total cap. · As a major shareholder, Microsoft will continue to be directly involved in OpenAI's development. Although the official announcement stated that the revised agreement is based on flexibility, certainty, and a commitment to broadly provide the benefits of AI, the market does not seem to agree with this assessment, with some even suggesting that 'this is simply a divorce agreement.' According to Bitget market data, following this announcement, Microsoft saw a pre-market drop of 4%, currently down 1.77%.

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