On May 6, Reuters reported that OpenAI has informed investors it plans to reduce the share of revenue it gives to Microsoft as part of its ongoing restructuring, according to The Information. The company has scaled back a major restructuring effort, with its nonprofit parent retaining control—a decision that could restrict CEO Sam Altman's influence over the company.

According to financial forecasts shared with investors, OpenAI intends to cut Microsoft’s share of its revenue by at least half by the end of the decade. Previously, OpenAI had agreed to allocate 20% of its revenue to Microsoft through 2030. However, the company has now told some investors that it plans to lower that to just 10% for all commercial partners, including Microsoft, by 2030. The report also noted Microsoft is seeking continued access to OpenAI’s technology beyond that year.

In January, Microsoft revised certain terms of its agreement with OpenAI after announcing a joint venture with Oracle and Japan’s SoftBank Group to invest up to $500 billion in AI data centers across the U.S. Microsoft stated that its revenue-sharing deal with OpenAI is reciprocal and that the partnership's core elements remain intact through 2030. An OpenAI spokesperson added that the companies continue to collaborate closely and expect to finalize details of the new financial arrangement soon.