随著 ChatGPT 在 2023 年和 2024 年迅速成长，双方关系开始改变，促使两家公司重新考虑过度依赖单一伙伴来掌控这项关键技术的限制。在最初安排下，Microsoft 受限于不能直接追求 OpenAI 正在朝向的相同最终目标，而 OpenAI 则依赖 Microsoft 的基础设施。作为回应，双方在去年秋天的 OpenAI 重组中调整了合作关系，放宽条款，让 OpenAI 能扩大其选项。

这篇文章指出，主要含义是 Microsoft 现在希望在 AI 研究与模型开发上拥有更大的独立性，而不是如此高度依赖 OpenAI。摘录中没有提供具体的效能数字、投资金额或模型基准，但关键时间线很清楚：2019 年是初始投资，2023 年和 2024 年是 ChatGPT 的爆发期，2025 年则是修订后的协议。整体趋势是降低依赖，并在两家公司适应快速变化的 AI 市场时采取更具竞争性的姿态。

Microsoft is pursuing a more self-sufficient AI strategy after a reworked 2025 deal with OpenAI, aiming to develop new research paths that could bring its models closer to competitors. The shift follows Microsoft’s 2019 initial investment in OpenAI, which linked the companies operationally as well as financially, with Azure serving as OpenAI’s sole cloud provider and Microsoft agreeing not to compete for the long-term goal of superintelligence, or machines that can do knowledge work better than any person.

The relationship began to change as ChatGPT surged in 2023 and 2024, prompting both companies to reconsider the restrictions of being tied too closely to a single partner for such a critical technology. Under the original arrangement, Microsoft had been constrained from directly pursuing the same ultimate objective that OpenAI was building toward, while OpenAI was dependent on Microsoft infrastructure. In response, the companies reworked their partnership in an OpenAI restructuring last fall, loosening the terms so OpenAI could broaden its options.

The article suggests the main implication is that Microsoft now wants greater independence in AI research and model development, rather than relying so heavily on OpenAI. No detailed performance numbers, investment amounts, or model benchmarks are provided in the excerpt, but the key timeline is clear: 2019 for the initial investment, 2023 and 2024 for ChatGPT’s boom, and 2025 for the revised deal. The overall trend is toward reduced dependency and a more competitive posture as both firms adapt to a fast-changing AI market.