[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio0d02c29b":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio0d02c29b","微软(MSFT)终止OpenAI模型独家销售权-资本市场反应平淡","\u002Fdoc\u002Fdcio0d02c29b","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，微软(MSFT)与OpenAI同意取消微软对OpenAI模型的独家销售权，这一调整将为ChatGPT开发商与亚马逊(AMZN)等云计算竞争对手达成合作打开大门，也标志着双方关系进入新的重构阶段。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">根据两家公司周一联合声明，作为终止独家安排的交换条件，微软将不再就其通过云平台转售的OpenAI产品支付收入分成。这项修订协议旨在简化双方长期复杂的合作关系，同时为双方探索新商业机会提供更大灵活性。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">市场普遍认为，此举意味着OpenAI模型将可正式出现在亚马逊云科技等其他云服务平台上，而不再仅由微软独家对外销售。此前，这项独家权曾帮助微软在AI浪潮初期推动云业务增长，并强化微软Azure云服务竞争优势。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">双方在声明中表示，经修订后的协议提升了合作可预见性，有助于双方继续大规模构建和运营AI平台，同时保留追求新增长机会的空间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此次协议调整，也被视为OpenAI多云战略进一步落地。随着模型训练和推理需求快速增长，OpenAI近年持续寻求与多个云服务商合作，以满足算力需求。作为今年稍早宣布投资协议的一部分，亚马逊云科技(AWS)已表示，正与OpenAI联合开发托管于AWS上的产品。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得注意的是，据媒体此前报道，微软曾考虑采取法律行动，认为相关合作可能违反其对OpenAI知识产权的独家权利。此次新协议达成，意味着潜在争议获得化解。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过，微软仍保留核心战略地位。根据协议，微软仍将是OpenAI“主要云服务提供商”，且OpenAI新产品仍将优先登陆Azure平台。此外，OpenAI就自主销售产品向微软支付的收入分成将设置上限。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析人士指出，这一调整反映双方合作正从“排他绑定”转向更开放模式。随着OpenAI从实验室成长为全球AI平台型企业，其商业模式与基础设施布局也越来越难依赖单一合作方。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">双方关系变化也与OpenAI去年重组有关。随着OpenAI转型为营利性企业，微软获得该公司27%股权，进一步巩固双方资本纽带。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">市场反应相对平淡。周一纽约开盘后，微软股价一度跌约1%，截至发稿，该股跌幅收窄至0.18%，亚马逊跌幅不足1%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: 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