In the current wave of artificial intelligence enthusiasm, OpenAI, as a leader in the industry, is demonstrating an increasingly confident posture. Besides its collaboration with Microsoft, OpenAI is also making efforts to expand its competitive landscape with another key artificial intelligence company, Palantir. Additionally, OpenAI's CEO, Sam Altman, recently revealed that the long-awaited GPT-5 model is expected to be officially released this summer, bringing new development opportunities to the industry.

OpenAI

Image source note: The image was generated by AI, and the image licensing service provider is Midjourney.

OpenAI's unique organizational structure allows its non-profit department to effectively control the for-profit department. The partnership between OpenAI and Microsoft is particularly noteworthy, as Microsoft invested $1.3 billion in OpenAI. In return, Microsoft will share 49% of OpenAI's future profits, although this percentage has an upper limit. In addition, Microsoft will also have a 20% stake in OpenAI's revenue and retain the right to use its intellectual property until 2030.

However, recent reports indicate that OpenAI is seeking to renegotiate its cooperation agreement with Microsoft, hoping to obtain a 33% stake in its profit-making division and asking Microsoft to give up control over future profits and intellectual property rights. This move shows that OpenAI is enhancing its market confidence and may pave the way for future listings.

At the same time, to enhance competitiveness, OpenAI has started to reduce the enterprise subscription prices of its AI product suite. Specifically, OpenAI offers a 10% to 20% discount on ChatGPT Enterprise for customers purchasing additional products, further compressing Microsoft's market space.

In the context of intensifying industry competition, OpenAI's main competitor, xAI, is facing financial pressure, with monthly expenditures reaching $1 billion and estimated annual revenue of only $500 million. To address the funding issue, xAI plans to raise $9.3 billion in new funds.

It is worth noting that the U.S. Office of the Chief Digital and Artificial Intelligence Officer (CDAO) signed a $200 million prototype AI solution contract with OpenAI. This is OpenAI's first major collaboration with the U.S. Department of Defense, while Palantir has previously dominated this field. This contract is also one of the largest contracts in the history of the Department of Defense, marking OpenAI's rise in the defense sector.

Altman also hosted OpenAI's first podcast and confirmed the release time of GPT-5 in it. Although he did not reveal a specific date, he stated that "it might be sometime this summer."

Key points:

- 🚀 OpenAI CEO Sam Altman confirmed that GPT-5 will be released this summer; the industry is eagerly anticipating it.

- 💰 OpenAI is renegotiating its cooperation agreement with Microsoft, which may pave the way for future listings.

- 🛡️ OpenAI signed a $200 million contract with the U.S. Department of Defense, marking its rise in the defense sector.