"We feel good about our partnership with OpenAI. I'm always very focused on any partnership and ensuring that there's a win-win construct at all times. I mean, that's how you can remain good partners."
"We have a frontier model, with all the IP rights that we will have access to all the way to '32 and we fully plan to exploit it."
"They're a large customer of ours, not just on the AI accelerator side, but also on all the other compute sides. And so we want to serve them well."
Microsoft's new agreement with OpenAI allows royalty-free access to advanced AI models until 2032, which Nadella believes is beneficial for both parties. Despite concerns about losing exclusivity, Microsoft reported a significant increase in AI revenue, surpassing $37 billion annually. Nadella highlighted that OpenAI remains a major customer, contributing to Microsoft's cloud services and equity stake. The partnership is structured to ensure mutual benefits, reinforcing Microsoft's position in the AI market while maintaining strong financial ties with OpenAI.
Read at TechCrunch
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