修正版OpenAI协议被视为微软的公平交易——市场评论

投资观察05-01 02:57

根据瑞穗证券在一份报告中指出，微软与OpenAI达成的新协议似乎实现了双赢局面。这项新协议允许OpenAI在微软Azure云计算服务之外销售人工智能工具，并设定了截至2030年需与微软分享的营收上限。微软表示，此次合作调整将简化商业联盟关系，并增强长期发展的可预测性。

分析师认为："总体而言，我们认为此次修订对微软非常公平。虽然取消了模型和产品的排他性，但微软仍能获取OpenAI的知识产权，同时不再需要与OpenAI分享收入。此外，微软将继续通过Azure业务布局、OpenAI的持续分成收益以及持有的OpenAI股权，从其更广泛的成功中获益。"

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