微软与OpenAI宣布合作进入“新阶段”
内容总结:
微软与OpenAI宣布达成“新阶段”合作伙伴关系,双方已签署不具约束力的合作谅解备忘录,具体条款仍在最终确定中。据《纽约时报》报道,新协议涉及技术共享与收益分配机制调整,同时修订了关于人工智能通用技术(AGI)的权限条款——若OpenAI董事会认定其技术达到类人水平AGI标准,微软将不再享有最尖端技术的优先访问权。
此次合作还为OpenAI架构重组铺平道路。该公司将向非营利主体转让至少价值1000亿美元的股权,该主体将继续保持对机构的监督控制权。这一调整为OpenAI转型为公益型企业(旨在创造社会正向影响)及未来启动IPO奠定基础。作为持有OpenAI盈利部门49%股份、累计投资超130亿美元的合作伙伴,微软在此次权益谈判中与OpenAI达成了共识。
OpenAI于2024年底宣布向公益型企业转型计划,旨在通过常规融资渠道获取发展资金。但今年5月其表示仍将保持非营利董事会对其盈利部门的监督权,强调“OpenAI始终以非营利性质为根基,并将持续由非营利主体主导运营”。
中文翻译:
微软与OpenAI宣布开启合作伙伴关系的"新阶段"。此举或为OpenAI推进架构重组计划铺平道路。
两家公司已联合发布声明,宣布签署了一份不具约束力的合作谅解备忘录,旨在开启战略合作的"新阶段"。目前双方正在敲定最终协议条款,尚未披露未来合作的具体细节。据《纽约时报》报道,新协议将明确双方技术共享机制及相应技术收益分配方案。报道还指出,新协议修订了原有条款中关于"若OpenAI董事会认定已实现类人水平的人工通用智能(AGI),微软将无权使用其最尖端技术"的规定。
除新协议外,《纽约时报》称OpenAI还将向负责持续监督控制该组织的非营利部门转让至少价值1000亿美元的股权。报道指出,协议条款的变更为OpenAI转型为公益企业(以产生积极社会影响为目标的企业类型)及最终实现上市清除了障碍。OpenAI首先需与微软达成双方认可的协议,包括确定微软在这家人工智能公司营利部门中的具体持股比例。微软已向OpenAI投资逾130亿美元,有权获得其未来利润的49%。
去年起就有传闻称OpenAI拟改变其复杂的非营利架构。2024年圣诞节后,该公司正式宣布转型为发行普通股的公益企业计划,当时表示"这将使我们能像同行一样以常规条款筹集必要资金"。但到五月时,OpenAI又宣布不再取消非营利董事会对营利部门的控制权,强调"OpenAI自成立之初即是非营利机构,至今仍受非营利组织监管控制,未来这一治理结构将保持不变"。
英文来源:
Microsoft and OpenAI announce the 'next phase' of their partnership
It could allow OpenAI to move ahead with its restructuring plan.
Microsoft and OpenAI have issued a joint statement to say that they have signed a non-binding memorandum of understanding for the "next phase" of their partnership. The companies are still finalizing the terms of agreement and haven't shared the details of what their future would look like exactly. But according to The New York Times, the deal includes hows the parties share technology and and the revenue from those technologies. The new agreement also reportedly modifies the clause in the original, which states that Microsoft cannot access OpenAI's most powerful technology if its board decides that it has reached human-like artificial general intelligence or AGI.
In addition to the new deal, The Times says OpenAI is giving an equity stake worth at least $100 billion to its nonprofit arm that will continue to oversee and control the organization. As the publication notes, a change in the company's agreement paves the way for OpenAI to transition into a public benefit corporation, a type of corporation that's meant to make a positive impact on society, and for an eventual IPO. OpenAI had to reach an acceptable agreement with Microsoft first, including how much equity it's getting in the AI firm's for-profit arm. Microsoft had invested over $13 billion into OpenAI and is entitled to 49 percent of its future profits.
Reports about OpenAI moving away from its complicated non-profit structure started coming out last year. After Christmas in 2024, it officially announced its plan to transform itself into a public benefit corporation with ordinary shares of stock. "It will enable us to raise the necessary capital with conventional terms like others in this space," it said at the time. In May, however, OpenAI announced that it was no longer going to remove the control of its for-profit arm from its non-profit board. "OpenAI was founded as a nonprofit, and is today overseen and controlled by that nonprofit. Going forward, it will continue to be overseen and controlled by that nonprofit," it said.