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微軟與OpenAI修改合作協議；Wedbush表示此舉對科技巨頭微軟有利

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-- 微軟 (MSFT) 和 OpenAI 修改了雙方的合作關係。根據新協議，微軟將不再向 ChatGPT 的開發商 OpenAI 支付收入分成。 Wedbush Securities 認為，這項進展對微軟而言總體上是利好消息。 兩家公司週一表示，根據修改後的合作協議，OpenAI 將繼續向微軟支付收入分成，直至 2030 年，且與這家人工智慧公司的「技術進展無關，分成比例不變，但設有總額上限」。微軟將繼續擁有 OpenAI 模式和產品的智慧財產權許可，有效期至 2032 年，但授權將改為非獨佔授權。 Wedbush 分析師 Dan Ives 等在給客戶的報告中指出：「我們認為這對微軟來說總體上是利好消息，因為該公司鎖定了對 OpenAI 技術長達六年的知識產權控制權，並保持了 OpenAI 的相當大一部分股份，同時結束了微軟與 OpenAI 之間的反复拉鋸，並為微軟在其核心平台上實現所有收入增長奠定了基礎。」 微軟仍將是 OpenAI 的主要雲端合作夥伴。兩家公司表示，除非微軟“無法且選擇不提供必要的支援”，否則 OpenAI 的產品將首先在 Microsoft Azure 上發布。他們補充說，OpenAI 現在能夠「透過任何雲端提供者」向客戶提供所有產品。 微軟和 OpenAI 表示：“修訂後的協議具有更高的可預測性，增強了我們共同構建和大規模運營 AI 平台的能力，同時也為兩家公司提供了尋求新機遇的靈活性。” Wedbush 分析師表示，鑑於 OpenAI 在雲端環境中擁有“更清晰的機遇，同時減少了與最初微軟合作時遇到的重大障礙”，修訂後的合作關係使其“走上了通過首次公開募股 (IPO) 上市的強勁道路”。 分析師寫道：“本質上，微軟與 OpenAI 的合作已告一段落，現在重點在於提升其核心平台的 AI 貨幣化能力。” 微軟計劃於週三公佈其第三財季財務業績。

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