Microsoft's $24.1B AI Revenue Relies on OpenAI for 70%
The Decoder · rss · 2026-08-07
Microsoft generated an estimated $24.1 billion in AI revenue through OpenAI in the fiscal year ending in June, accounting for about 70% of its total AI business, according to a Bloomberg analysis. This heavy reliance explains why the company, long known for vendor lock-in, has recently started championing open-weight models and pushing back against proprietary isolation to diversify its business risks.
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