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

Microsoft generates 70 percent of its total AI revenue through its partnership with OpenAI. A Bloomberg analysis reveals that Microsoft brought in $24.1 billion in AI revenue tied to OpenAI during the fiscal year ending in June. This heavy financial dependency explains Microsoft's recent strategic shift toward diversifying its offerings with open-weight models and alternative developer tools.

The Decoder·Aug 6, 2026

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