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technology3h ago
Key facts: Microsoft restructures OpenAI deal; adds persistent AI memory
- Microsoft restructures its OpenAI deal, ending revenue share and locking IP through 2032.
- OpenAI may use any cloud as part of the revamped agreement.
- Wedbush projects a Microsoft target of $575 and about $6 billion from OpenAI in 2026.
- Microsoft is adding persistent long-term memory to its AI chatbots.
- Memory work includes user controls for storing and managing conversational memory.
- The initiative is part of ongoing activity across major AI memory initiatives.
- The trades and memory features target future customer experiences in AI products.
- The news comes as Microsoft reassesses how it monetizes and partners with OpenAI.
- The deal secures longer-term IP rights for OpenAI.
- The partnership allows broader cloud flexibility for OpenAI.
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