Microsoft's latest financial filings show that, for the fiscal year ending in June of this year, the company generated $24.1 billion in revenue from OpenAI, accounting for more than half—and possibly nearing 70%—of its AI business revenue.
This is the first time Microsoft has publicly disclosed complete revenue data from OpenAI. Previously, Microsoft reported that its AI business had reached an annualized revenue of $37 billion as of the end of March this year.
Analysis suggests that this disclosure may be related to OpenAI’s progress toward its IPO and further indicates that the collaboration has become a significant revenue source for Microsoft’s AI business.