Microsoft is closing in on a new deal with OpenAI to keep using its tech even after the startup hits advanced general intelligence (AGI). The talks could wrap in a few weeks, Bloomberg reports, citing insiders.
The current contract expires in 2030 or whenever OpenAI declares AGI achieved — a date nobody really agrees on. Microsoft wants to lock in ongoing access to OpenAI’s models, which power Azure OpenAI Service and integrations across Windows, Office, and GitHub Copilot.
Right now, OpenAI is a nonprofit with a capped for-profit arm. The setup limits how much it can commercialize and raise cash but hasn’t stopped it from raising billions. OpenAI wants out of these constraints and into a full for-profit setup. 
Microsoft has already invested $13.75 billion and owns some of OpenAI’s IP. It’s been pushing for a bigger stake in the company and more guarantees on tech access. Losing OpenAI’s AI after AGI would slam Microsoft’s strategic position.
OpenAI also reportedly wants Microsoft to use its tech safely as AGI nears. The push to become fully for-profit would open Microsoft up for richer returns beyond its current capped gains.
Bloomberg says Microsoft is eyeing an equity share in the low- to mid-30% range in the revamped company.
Elon Musk’s lawsuit to block OpenAI’s for-profit shift and regulatory hurdles might still complicate things.
Microsoft and OpenAI talks continue to mix cooperation and tension as the race toward AGI heats up.
Microsoft is also keen on making sure that the OpenAI technology is deployed safely by Microsoft, especially as it approaches AGI.
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