Hub OpenAI

OpenAI plans to give Microsoft a much smaller share of its revenue going forward, according to a report from The Information.

The company has reportedly told some investors that Microsoft's cut — currently just under 20 percent — will drop to around 8 percent by 2030. That shift would let OpenAI hold on to more than $50 billion in additional revenue to cover its massive computing costs. Under the original deal, Microsoft was guaranteed 20 percent through 2030.

In return, sources told The Information that Microsoft will get one-third of the restructured OpenAI entity, with another portion going to the nonprofit side. Microsoft still will not have a board seat. The two companies are also said to be negotiating over server expenses and contract terms around the potential use of artificial general intelligence (AGI).

It's not yet clear whether the recently announced, non-binding agreement between the two companies already reflects these revenue changes.

Microsoft has signed a cloud deal with AI infrastructure provider Nebius Group NV worth up to $19.4 billion, running through 2031. Nebius, a Yandex spin-off backed by investors like Nvidia and Accel Partners, will supply Microsoft with computing power from a new data center in New Jersey starting in late 2025. The deal comes as Microsoft continues to face a shortage of capacity for AI cloud services, despite heavy investment in its own infrastructure. Microsoft plans to use Nebius's resources to support OpenAI until OpenAI's own "Stargate" infrastructure goes online. This move also lets Microsoft reduce its reliance on existing hosting partners such as CoreWeave and Oracle. Nebius expects significant growth from 2026 onward as a result of the agreement and is considering additional financing options.