The Relationship between Openai and Microsoftthat until only a few months ago it could be considered almost idyllic, it is increasingly deteriorated. The tensions between both parties grow more and more, to the point where OpenAi may be valuing seriously the possibility of Sue Microsoft monopolyas they point out from the Wall Street Journal.
Openai wants Redmond to leave him more freedom in relation to their AI products and computer resources. At the same time, they want to get their “blessing” to become a profit company, which needs to get financing, as well as to be able to go over in the future. But the negotiations to achieve this are not all the fluids that Altman and his people expected.
In fact, as they advanced, they have become more complicated, and in Openai they already speak openly apparently of making drastic decisions: accuse Microsoft of anti -competitive behavior during their agreement, according to several sources.
This could lead to the regulatory review by the federal authorities of the contract that signed with them for a possible violation of the anti -competition laws. All surrounded by a public campaign that would cause more than one headache to those of Redmond.
Such a step would endanger the relationship between both companies, which lasts six years and is considered one of the most successful business relations in the history of technology. Microsoft has driven OpenAi for years in exchange for being able to access its technology before others. But not only, and the two parties have become competitors. They are increasingly complicated to find things and issues to agree.
Negotiations in Point
At present, Negotiations between Openai and Microsoft for the terms of purchase of the Windsurf code startupfor which Openai will pay 3,000 million dollars, they are In Punto Dead. Microsoft still has access to all the intellectual property of Openai according to its agreement. It offers its own AI product for coding, Github Copilot, which competes with OpenAi, and OpenAi does not want Microsoft to have access to Windsurf’s intellectual property.
Meanwhile, representatives of both companies continue to ensure that they have a long -term productive agreement that has led to the generation of various AI tools. Of course, they do not deny that there are ongoing negotiations among them, but they emphasize that they will continue to develop together in the coming years.
Despite this, companies are still faced with how much Openai would be owned by Microsoft if it becomes a profit company that is quoted on the stock market. Microsoft is already asking for a larger participation in the Openai shareholders in which the company’s managers are willing to approve. Time passes, and OpenAi has to finish its conversion to private company with profit before this year, or risk losing 20,000 million dollars of financing.
The Federal Commerce Commission has already opened, under the presidency of Biden, an investigation by monopoly to Microsoft in 2024. In addition, it examined Microsoft’s investment in Openai, along with other large investments, the AI has been more than a year ago.
The first time Microsoft invested in Openai was in 2019, and then contributed 1,000 million dollars. According to the contract that both parties have signed, the technological one has exclusive rights to sell OpenAI software tools through Your cloud Azure. It also has preferential access to its technology. In addition, it is supposed to be the only technological supplier of OpenAI, although it allowed the company to create its own data center project, Stargate, a few months ago.
OpenAI wants access to more suppliers
However, only a few days ago Openai signed an agreement with Google on Cloud Computing Infrastructureafter several months of negotiations, to achieve additional computational capacity to which he had so far to train and execute his AI models.
The firm has been carried out despite being rivals, and without a doubt it is a change in Openai’s strategy to diversify its resources and have additional infrastructure to that of Microsoft Azure, its exclusive provider until the beginning of 2025. Without a doubt, this has not liked it in Microsoft, although apparently it does not supply Openai all the resources they need today and in the future.
It is likely that this agreement has angered Satya Nadella and his own, although it is still unknown to what extent, and without a doubt that he has contributed to tensioning relationships that were no longer excessively fluid between both parties. In addition, they are now direct competition in different categories of products, from chatbots for the consumer sector to the development of AI tools for companies.
In Microsoft, steps are also taken to increase the development of AI internally. Thus, in 2024 Satya Nadella hired an OpenAi CEO rival, whom they have put in front of an initiative to develop models for Microsoft.
Meanwhile, Openai wants to renegotiate the terms of the agreement he has with them, in addition to getting his conversion into a profit company. They want to be able to use other cloud suppliers to sell their technology to more customers, in addition to having more computing resources in addition to those currently.
As for Microsoft, you want access OpenAi technology even after the startup declare that His models have achieved a level of intelligence that is at the same level as that of humanswhich would end the current agreement they maintain. It seems that time is missing until what is called artificial general intelligence, but it will be necessary to see if the relationships between OpenAi and Microsoft are broken before, and if they do it abruptly, or it is a friendly separation.
