On September 12, OpenAI announced the completion of a new corporate restructuring, confirming that its nonprofit parent organization will retain governing authority, while OpenAI and its long-standing partner Microsoft will each hold approximately 30% equity—establishing a position of parity. This move not only reinforces OpenAI’s governance model but also outlines the growth trajectory of an AI powerhouse now valued at over $100 billion.
OpenAI Chairman Bret Taylor emphasized that although the company has transformed into a Public Benefit Corporation (PBC), its governance remains guided by the nonprofit parent, ensuring that all safety decisions are anchored in the mission of “ensuring AGI benefits all of humanity.”
The company stressed that under this new structure, the nonprofit parent will become one of the world’s most resource-rich charitable organizations, continuing to support external research and community innovation.
At the same time, OpenAI signed a memorandum of understanding with Microsoft, symbolizing the conclusion of months of intense summer negotiations.
Since 2019, Microsoft has invested more than $13 billion in OpenAI and has tightly integrated its Azure cloud services with products such as ChatGPT and Copilot. Analysts widely interpret this latest agreement as a step that opens the door for OpenAI to collaborate with other cloud providers, while still safeguarding Microsoft’s privileged access to its core technologies.
Nevertheless, OpenAI faces mounting financial pressures. With ChatGPT surpassing one billion users and annual subscription revenues projected to reach $10 billion, the company’s enormous compute expenses remain its greatest burden.
Projections indicate that by 2030, research and development will still account for 45% of OpenAI’s revenue, while inference computing costs will consume about 25%, meaning half of its income will be directed toward server rentals. Between 2025 and 2029 alone, OpenAI expects to spend as much as $250 billion on cloud services—representing a massive windfall for providers such as Microsoft, Oracle, Google Cloud, and CoreWeave.
Beyond financial and technical challenges, OpenAI is contending with ongoing litigation from Elon Musk and faces a year-end deadline to complete its restructuring in order to secure $19 billion in financing. In parallel, the company has launched its first $50 million nonprofit grant program to advance AI accessibility and economic innovation, aligning with growing social expectations around corporate responsibility.
Microsoft, meanwhile, is accelerating its own AI strategy. Mustafa Suleyman, head of the company’s AI division, told employees that Microsoft will expand its infrastructure and independently train large language models, positioning itself in direct competition with OpenAI, Anthropic, and xAI. CEO Satya Nadella added that Microsoft will pursue a multi-model strategy, giving enterprises and developers the flexibility to choose among different providers according to their needs.
Taken together, OpenAI’s restructuring and renewed collaboration with Microsoft not only aim to stabilize the AI sector but also underscore that Artificial General Intelligence (AGI) remains the shared strategic bet of global technology titans. The central challenge ahead will be balancing spiraling costs and intensifying competition while sustaining the pace of innovation—and ultimately fulfilling the promise of “benefiting all of humanity.”
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