Filing: Microsoft recorded $24.1B in revenue from OpenAI during the year ended in June, suggesting OpenAI accounted for more than half of Microsoft's AI sales (Bloomberg)

Bloomberg: Filing: Microsoft recorded $24.1B in revenue from OpenAI during the year ended in June, suggesting OpenAI accounted for more than half of Microsoft's AI sales — Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company.

Sources: Microsoft, looking to reduce AI costs, is starting to replace models from OpenAI and Anthropic with its MAI models in products like Excel and Outlook (Brody Ford/Bloomberg)
Musk v. Altman: Microsoft executive Michael Wetter testifies that Microsoft has spent $100B+ on OpenAI, including its investments and to build infrastructure (Bloomberg)
Microsoft and OpenAI amend their deal to let OpenAI serve all its products across any cloud provider; Microsoft will no longer pay a revenue share to OpenAI (OpenAI)
Source: new revenue sharing terms cap OpenAI's payments to Microsoft at 38B; they previously could have totaled 135B through 2030 if long-term goals were met (The Information)

Source: Techmeme | 2026-08-05

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