--- title: "Microsoft's latest disclosure shows that its AI business revenue mainly comes from OpenAI" type: "News" locale: "en" url: "https://longbridge.com/en/news/295002069.md" description: "Microsoft disclosed that its AI business revenue primarily comes from OpenAI. As of the fiscal year ending in June, Microsoft recorded $24.1 billion in revenue from OpenAI, accounting for about 70% of its total AI sales, highlighting a high dependence on its partner. Although Microsoft is reducing this reliance through investments in Anthropic and developing its own models, investors are still focused on the specific proportion of its AI business that comes from OpenAI" datetime: "2026-08-05T18:58:17.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295002069.md) - [en](https://longbridge.com/en/news/295002069.md) - [zh-HK](https://longbridge.com/zh-HK/news/295002069.md) --- # Microsoft's latest disclosure shows that its AI business revenue mainly comes from OpenAI Microsoft's latest disclosed information shows that most of its artificial intelligence (AI) business revenue comes from OpenAI. The software giant Microsoft stated in regulatory filings last week that for the year ending in June, the company recorded $24.1 billion in revenue from OpenAI. Microsoft CEO Satya Nadella previously indicated that by the end of the March quarter, the company's AI business was expected to reach an annual revenue scale of $37 billion. When Microsoft announced its fourth-quarter results last week, it did not update the total AI sales figures. The disclosure indicates that in the most recent fiscal year, OpenAI accounted for more than half of Microsoft's AI sales, likely around 70%, highlighting Microsoft's heavy reliance on this closely-knit partner. According to the agreement between the two companies, OpenAI pays Microsoft for computing power, AI model development costs, and revenue sharing. Microsoft has attempted to reduce its dependence on OpenAI, including investing in Anthropic PBC and developing its own models. However, investors continue to question how much of Microsoft's AI business revenue comes from OpenAI when assessing its progress. Analysts assume that Microsoft's AI business annualized revenue continues to grow at a rate of 123% as of the March quarter. Based on this growth rate, Microsoft's AI business revenue for the fiscal year ending in June is approximately $34 billion, which can be directly compared to the newly disclosed $24.1 billion contribution from OpenAI for that year. Microsoft has only disclosed the overall scale of its AI business twice before. The first time was for the quarter ending December 2024, when the company stated that the business was expected to exceed $13 billion in annual sales. The second time was for the quarter ending in March this year, when Microsoft said its annualized revenue was expected to exceed $37 billion. Microsoft's total AI business revenue includes income from all AI customers and revenue from selling AI-specific products to any customer. A company spokesperson confirmed that this figure includes all sales and revenue sharing from OpenAI. In comparison to Microsoft's total revenue, OpenAI's share is much smaller, less than 10%. Microsoft stated that approximately $51 billion in new commercial orders were added in the most recent quarter. Nevertheless, OpenAI still contributed to most of the annual growth in new orders. Prior to last week, Microsoft had never explicitly disclosed all revenue from OpenAI. Accounting researcher and founder of data analytics company Nonlinear Analytics, Olga Usvyatsky, wrote in a report that this disclosure may be related to OpenAI's initial public offering plans KeyBanc analyst Jackson Ader stated that an important question that remains unanswered is how much of the revenue contributed by OpenAI comes from revenue-sharing agreements and how much comes from cloud computing or other services from Microsoft. "The more revenue that comes from Microsoft providing services to OpenAI, rather than investment income, the more positive my view will be," he said ### Related Stocks - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [MSFW.US](https://longbridge.com/en/quote/MSFW.US.md) - [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [ANTH.NA](https://longbridge.com/en/quote/ANTH.NA.md) ## Related News & Research - [Microsoft blinked a little in the AI capex race. 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