Microsoft's AI Revenue Is ~70% OpenAI, a Filing Shows

Microsoft's AI revenue is ~70% OpenAI, a filing shows

A filing shows Microsoft booked $24.1bn from OpenAI last year, about 70% of its AI sales. Even its internal Copilot now defaults to OpenAI's model.

Microsoft's AI Sales Mostly Come From OpenAI, Disclosures Show

Microsoft makes a controversial decision that changes its AI story

Microsoft spends billions building its own AI models every year. Internally, though, the company just told its own developers to reach for someone else's technology first. The instruction came from deep inside Microsoft's engineering organization, and it says as much…

Microsoft's AI revenue reportedly depends on OpenAI for 70 percent

Microsoft generated $24.1 billion in AI revenue through OpenAI in the fiscal year ending in June. That's about 70 percent of its total AI business, according to a Bloomberg analysis. The heavy reliance helps explain why a company long known for vendor lock-in has recently been championing open-weight models and pushing back against proprietary isolation. The article Microsoft's AI revenue reportedly depends on OpenAI for 70 percent appeared firs…