마이크로소프트 AI 수익의 70%가 OpenAI에 의존

Microsoft's AI revenue reportedly depends on OpenAI for 70 percent Matthias Bastian View the LinkedIn Profile of Matthias Bastian Aug 6, 2026 Most of Microsoft's AI revenue comes from OpenAI, new disclosures show. A Bloomberg report puts the figure at $24.1 billion during the fiscal year ending in June, roughly 70 percent of Microsoft's total AI revenue. CEO Satya Nadella said in late March the AI business was on track to top $37 billion annually. Under their agreement, OpenAI pays Microsoft for computing power, model development costs, and a revenue share. That reliance explains a lot about Microsoft's recent messaging. The same company long known for vendor lock-in has been championing open-weight models and warning against a few proprietary AI models capturing the value of entire industries . Nadella also criticized AI labs like OpenAI and Anthropic for opposing "distillation," the practice of training models on proprietary model outputs to build competitors with less effort. Chinese manufacturers have reportedly been especially aggressive with this approach . Meanwhile, Microsoft has been steadily swapping in its own AI models across Office products . Ad DEC_D_Incontent-1 Ad AI News Without the Hype – Curated by Humans Subscribe to THE DECODER for ad-free reading, a weekly AI newsletter, our exclusive "AI Radar" frontier report six times a year, full archive access, and access to our comment section. Subscribe now Source: Bloomberg Ask about this article… Search