Asia • 2026-05-12 00:04

Microsoft CEO Satya Nadella Proud of Profitable OpenAI Stake, Calls for Founder Retention

In a courtroom testimony on May 12, 2026, Microsoft chief executive Satya Nadella expressed satisfaction with the financial returns from the company's investment in OpenAI, describing the partnership as “mutually beneficial and strategically vital.” Nadella also said he would work to keep OpenAI co‑founders Sam Altman and Greg Brockman within Microsoft’s ecosystem, warning against potential spin‑offs.

Microsoft’s $13 billion equity stake in OpenAI, secured in 2023, has since generated multi‑billion‑dollar revenue through Azure cloud services that power ChatGPT and other AI offerings. The investment marked a shift in how big tech firms collaborate with frontier AI labs, aiming to embed generative AI into enterprise products.

Reuters reported that Nadella told the judge, “I would also try to make sure that Sam and Greg don’t create a competing company and they would join Microsoft.” Meanwhile, The Wall Street Journal noted that OpenAI’s valuation rose to $45 billion after the release of GPT‑5, further boosting Microsoft’s balance sheet. Legal analysts cited in Bloomberg Law said the testimony was part of a broader antitrust investigation into AI market concentration.

Industry experts say the alliance underscores a trend of tech giants locking in talent and technology to dominate emerging AI markets. Professor Lila Patel of Stanford’s Computer Science department warned that such exclusivity could limit competition, while former Microsoft AI head Kevin Lee argued it accelerates innovation by providing stable funding and infrastructure.

Looking ahead, the court’s decision on whether to impose any antitrust remedies will be critical for the AI sector. Stakeholders await the Federal Trade Commission’s final report, expected later this year, which could dictate the extent of Microsoft’s influence over OpenAI’s future product roadmap.

Sources