OpenAI Pushes Microsoft for a Bigger Slice in AI Deal as Restructuring is Stalled

OpenAI intensified negotiations with Microsoft, its largest investor, seeking sweeping financial changes tied to its plan to restructure its for-profit arm as a public-benefit corporation .

OpenAI’s proposal would grant Microsoft roughly a 33 percent equity stake in the restructured unit. In return, Microsoft would relinquish its current right to receive future revenue from OpenAI’s profits, capped under their existing agreement. The startup also wants to alter clauses that give Microsoft exclusive rights to host its models and leverage certain intellectual property, specifically aiming to prevent Microsoft from extracting value from the $3 billion Windsurf acquisition.

These moves follow reports that OpenAI’s leadership has mulled filing an antitrust complaint against Microsoft. That could trigger a federal regulatory investigation and even a media campaign to support its position.

Other recent OpenAi news –

• Open AI’s Sora is just too good that it might’ve been trained in Unreal 5
• Meta, IBM and others launch AI Alliance to drive open AI development
• Amazon Web Services announces support for Microsoft’s open AI model

Analysts say this stand-off reflects deepening tension in a once-unshakeable partnership. Microsoft has poured $13 billion into OpenAI since 2019, securing profit-sharing and cloud hosting rights, plus inside access to models . The relationship supported major AI products like GitHub Copilot and Azure-based deployments. But now, OpenAI is courting cloud providers such as Google, Oracle, and CoreWeave to reduce dependency .

Both companies acknowledged continuing dialogue, stressing their historic alignment even as they navigate this dispute. Yet the clock is ticking: OpenAI must finalize its restructuring before year-end to unlock investments, including a critical $30 billion from SoftBank. Microsoft’s stance on the equity swap, revenue cut, and IP carve-outs could determine whether OpenAI secures that funding, plus its future strategic flexibility.

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