A major shake-up in the AI industry: Microsoft has increased its stake in OpenAI to 27% through a new agreement valued at approximately $135 billion. This is not merely a financial move but a strategic maneuver that could redefine the balance of power in artificial intelligence.
Since their partnership began in 2019, Microsoft and OpenAI have developed one of the most significant collaborations in tech history. In a joint statement, the two companies described the new agreement as a step into the “next phase” of their alliance. Microsoft supports OpenAI’s “public benefit corporation” structure and its recapitalization plan, cementing a deeper integration into the company’s long-term vision.
Under this restructuring, Microsoft will hold a 27% stake in OpenAI, considering all shareholders, including the OpenAI Foundation, investors, and employees. Interestingly, before this deal, Microsoft owned 32.5% of OpenAI’s profit-seeking entity. While the percentage appears smaller, Microsoft’s influence remains as strong as ever — perhaps even stronger.
Microsoft will retain intellectual property rights over OpenAI’s products and models until 2032. Additionally, OpenAI has committed to purchasing $250 billion worth of Azure services from Microsoft, reinforcing Azure’s position at the heart of future AI infrastructure.
This move signals more than investment — it’s a declaration of intent. Microsoft isn’t just backing AI innovation; it’s positioning itself as the defining force in the next era of intelligent technology.