Core Contradictions Escalate According to a report by The Wall Street Journal, the business contradictions between OpenAI, an artificial intelligence research institution, and its main partner, Microsoft, have escalated. They have serious disagreements on key issues such as equity structure, technical control rights, and market strategy, which may lead to OpenAI filing an anti-monopoly complaint with regulators.
Controversial Focus - **Equity Conversion Issue**: OpenAI wants to turn into a for-profit company to secure $20 billion in financing, but Microsoft demands a larger equity stake in the new company. - **Technical Control Rights**: Microsoft insists on continuing exclusive access to the core technology of OpenAI. - **Market Conflict**: Both parties have already formed direct competitive relationships in the AI product field, and Microsoft still enjoys exclusive sales rights for OpenAI's software. - **Acquisition Dispute**: There are disagreements over the acquisition of the AI startup Windsurf and the ownership of intellectual property.
Potential Legal Actions Informants revealed that the senior management of OpenAI has internally discussed possible countermeasures, including: - Reporting Microsoft for alleged anti-competitive behavior to regulators. - Requesting legal review of existing cooperation agreements. - Launching public opinion actions to pressure Microsoft.
Cooperation Prospects Although both parties stated in their joint statement that "the cooperation remains fruitful" and expressed optimism about continued future cooperation, analysts pointed out that if the contradictions cannot be resolved, it may threaten the six-year strategic partnership between both sides. Currently, Microsoft is still the largest provider of computing power and commercial channel partner for OpenAI.
Industry Impact This dispute reflects the increasingly intense commercial competition in the AI field: 1. The difficulty in balancing interests between tech giants and AI startups. 2. The fierce competition for control of core technologies. 3. Regulatory agencies may strengthen their scrutiny of commercial cooperation in the AI industry.
Industry insiders expect that the coming months will be a critical period for negotiations between both parties, and the outcome may reshape the global AI industrial landscape.
