More than half of Microsoft's AI revenue comes from OpenAI, showing the company still relies heavily on its partner.
1 hours ago
Microsoft (MSFT.O)’s latest disclosures reveal that the majority of its artificial intelligence (AI) revenue stems from OpenAI. In a filing submitted last week, Microsoft reported that for the fiscal year ending in June, its sales from OpenAI totaled $24.1 billion. Microsoft CEO Satya Nadella previously noted that as of the end of the March quarter, the company’s full-year AI business revenue was projected to reach $37 billion. This disclosure indicates that in the most recent fiscal year, OpenAI contributed more than half of Microsoft’s actual AI sales, likely accounting for around 70%. Per the agreement between the two companies, OpenAI pays Microsoft for computing power, AI model development-related costs, and a portion of revenue sharing.
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