Microsoft CEO says it will exploit OpenAI royalty‑free
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- Microsoft retains royalty‑free access to OpenAI’s most advanced models through 2032 and plans to “exploit” them, per Nadella.
- OpenAI will spend over $250 bn on Microsoft’s cloud services and remains a large customer, while Microsoft holds a 27% equity stake.
- Anthropic launched Opus 4.7 and Claude Design, intensifying competition and prompting reactions from rivals such as Figma.
- OpenAI is moving 10 Prism engineers to its Codex team, signaling a focus on code‑generation capabilities.
- Microsoft’s AI business hit a $37 bn annual revenue run rate, up 123% YoY, and its stock posted short‑term gains rewarding shareholders.
Why it matters: Enterprises gain free access to OpenAI’s top models until 2032, while Microsoft captures $250 bn in cloud revenue and a 27% equity upside; competitors like Anthropic face heightened pressure to innovate.
