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作者 TyuzuChou (潤潤潤)
標題 [新聞] 微軟與Openai達成協議 分成從20%降低至8%
時間 Sat Sep 13 14:59:04 2025

原文標題：
OpenAI to share 8% of its revenue with Microsoft, partners, The Information
reports
原文連結：https://tinyurl.com/ye4bf274
OpenAI to share 8% of its revenue with Microsoft, partners, The Information reports The difference between those figures adds up to more than $50 billion in additional revenue OpenAI would keep for itself, the report said. OpenAI and  ...

 
發布時間：Sat, 13 September 2025 at 10:49 am GMT+8
記者署名：Reuters
原文內容：

(Reuters) - OpenAI has projected that by the end of the decade it will be
sharing about 8% of its revenue with commercial partners, namely Microsoft,
down from the current 20%, The Information reported on Friday.

（路透社）——《The Information》週五報導，OpenAI 預計到本世紀末，其將與商業合
作夥伴（主要是微軟）分享 約 8% 的營收，相比目前的 20% 大幅下降。

The difference between those figures adds up to more than $50 billion in
additional revenue OpenAI would keep for itself, the report said.

報導指出，這兩個比例的差距意味著 OpenAI 將能多保留超過 500 億美元的額外收入。

The report was not clear if that was an accumulative or annual figure. OpenAI
and Microsoft did not immediately respond to Reuters requests for comment.

報導並未明確說明該金額是「累計」還是「年度」數字。OpenAI 與微軟尚未立即回覆路
透社的置評請求。

The two companies are also negotiating how much OpenAI will have to pay to
rent servers from Microsoft, the report said, citing a person briefed on the
discussions.

據熟悉談判的人士透露，兩家公司也正在協商 OpenAI 向微軟租用伺服器所需支付的金額
。

Microsoft and OpenAI said on Thursday they have signed a non-binding deal for
new relationship terms that would allow OpenAI to restructure itself into a
for-profit company.

微軟與 OpenAI 在週四表示，他們已簽署一份不具約束力的協議，以制定新的合作關係
條款，允許 OpenAI 重組為一家營利性公司。

OpenAI said under current terms, its nonprofit arm will receive more than $100
 billion - about 20% of the $500 billion valuation it is seeking in private
markets - making it one of the world's most well-funded nonprofit operations,
according to a memo from Bret Taylor, chairman of OpenAI's nonprofit board.

根據 OpenAI 非營利董事會主席 Bret Taylor 的備忘錄，OpenAI 表示依照目前的條款，
其非營利部門將獲得超過 1,000 億美元 —— 大約等於其在私募市場尋求的 5,000 億
美元估值的 20%，使其成為全球資金最充足的非營利組織之一。

心得/評論：

微軟願意把短期 20% → 8% 的分潤比例讓出來，
是因為雲端租賃收入更穩定、
OpenAI規模變大後小比例也值更多錢、
避免競爭對手搶合作，
以及維護長期戰略整合利益。

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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 150.117.197.145 (臺灣)
※ 作者: TyuzuChou 2025-09-13 14:59:04
※ 文章代碼(AID): #1enHOyd3 (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1757746748.A.9C3.html
推 eric2057: 是嗎1F 09/13 15:05
→ Obama19: 要不要改名叫CloseAI? open個闢2F 09/13 15:20
推 minazukimaya: decade是翻譯成世紀末嗎 2030=2100?3F 09/13 15:20
→ dildoe: 有丟一些東西就算open了4F 09/13 15:42
→ hibiscus520: closeAI都要下去了。請鬼拿藥單5F 09/13 15:57
推 hensel: 世紀末？ 世界末了吧6F 09/13 16:21
噓 strlen: https://i.meee.com.tw/kB9qKbq.png 說誰要下去？7F 09/13 16:36
[圖]
推 good10740: 微軟週五買的 就是漲預期分成8F 09/13 16:41
推 andy79323: 菜雞：ai要丸了9F 09/13 17:09

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