MS and OpenAI Negotiation: Stalemate and Future Direction?

Background and Key Issues of Negotiation

The restructuring negotiations between MS and OpenAI are recently progressing amidst rising tensions. In this discussion, key issues such as equity ratio, profit distribution, and exclusive software sales rights are becoming problematic as OpenAI attempts to transition from a non-profit to a for-profit enterprise. MS has solidified its relationship with OpenAI through an investment of approximately $13 billion to date. However, if the difference of opinion due to equity allocation issues cannot be narrowed, MS is keeping open the possibility of withdrawing from the negotiation itself.

Anticipated Aftermath of Negotiation Breakdown

If the negotiations break down, MS can continue to use OpenAI technology until 2030 based on the existing contract. This contract includes exclusive sales rights and a profit distribution of up to 20% of sales, making it an attractive condition for MS. On the other hand, if the structural transition fails, OpenAI faces the risk of not receiving additional investment of up to $20 billion from major investors such as SoftBank. This situation could place both companies under financial pressure and significantly impact their corporate value and market credibility.

Significance of Negotiation from an Economic and Investment Perspective

This negotiation issue goes beyond simple technological cooperation, providing important implications for the overall economy and investment market. Firstly, both MS and OpenAI play key roles in the global economy, and the results of their negotiations are attracting great interest among market analysts. Secondly, whether this negotiation succeeds or fails, it will be a major variable in both companies’ financial strategies and future investment plans. From an investment perspective, it is necessary to closely monitor the impact of both companies’ decisions on the stock market and corporate finance.

Future Outlook and Market Expectations

Both companies maintain the position of being a “long-term partnership that has developed amazing AI tools together,” but the actual negotiation atmosphere is becoming increasingly tense. Several external factors, such as approvals from Delaware and California, and the outcome of a lawsuit to be held next March, could play a role, so the final decision is expected to take some time. In this situation, economic and financial uncertainties may increase, so investors and market participants require careful analysis and a prudent approach.

This commentary, which naturally incorporates key SEO keywords such as economy, investment, company, finance, and market, is designed to help you understand the MS and OpenAI negotiation issues more easily. We will continue to monitor the progress of future negotiations and their economic impact, and we hope you will pay attention to the latest information as well.

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