Microsoft Books $24.1B in OpenAI Sales
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- Microsoft recorded $24.1 billion in sales from OpenAI during the year ended June, according to a company filing disclosed last week.
- Satya Nadella said at the end of the March quarter that Microsoft was on pace to record $37 billion in AI revenue over a full year.
- Microsoft did not refresh its total AI sales figure when it reported fiscal fourth-quarter earnings last week, leaving the $24.1 billion OpenAI figure as the most recent disclosed number.
- The disclosures mark one of the clearest quantifications to date of how concentrated Microsoft's AI revenue stream is in a single partner relationship.
Why it matters: Investors and enterprise customers now have a concrete figure — $24.1 billion from OpenAI in the year ended June — showing the scale of Microsoft's dependence on one partner for its AI business. The concentration raises questions about revenue diversification if the OpenAI relationship changes, though Microsoft did not break out the OpenAI figure as a share of total AI revenue.
