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Microsoft's $10B OpenAI Haul: AI Partnership Powers Profits
29 Oct
Summary
- Microsoft reported $10 billion in OpenAI revenue last quarter.
- OpenAI owes Microsoft $7.2 billion in outstanding receivables.
- Microsoft's ownership stake in OpenAI slightly decreased.
In the quarter concluding September 30, Microsoft announced revenue of $10 billion derived from its commercial dealings with OpenAI. This figure constitutes nearly 11% of Microsoft's total quarterly revenue, emphasizing the substantial financial relationship between the two companies.
Microsoft also reported $7.2 billion in outstanding receivables from OpenAI as of September's end. This amount reflects past transactions, not new revenue. In fiscal year 2026, OpenAI-related revenue reached $24.1 billion.
The partnership's exclusivity has eased since October 2025, allowing OpenAI to engage with other cloud providers. However, OpenAI committed to purchasing an additional $250 billion in Azure services.
Microsoft's ownership in OpenAI has seen a slight dilution, decreasing from approximately 25% in June to 24% in September, continuing a downward trend from around 27% after the October 2025 recapitalization.
