@FinanceYF5: Microsoft discloses for the first time: $24.1 billion in revenue from OpenAI-related business in fiscal 2026. Bloomberg estimates this is roughly 70% of Microsoft's total AI revenue. As of June 30, accounts receivable from OpenAI still...
Summary
Microsoft disclosed for the first time that it recorded $24.1 billion in revenue from OpenAI-related business in fiscal 2026, accounting for about 70% of its total AI revenue, and also disclosed accounts receivable and cumulative investments.
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Microsoft disclosed for the first time: in fiscal year 2026, it recorded $24.1 billion in revenue from OpenAI-related businesses.
Bloomberg estimates that this accounts for roughly 70% of Microsoft’s total AI revenue.
As of June 30, accounts receivable from OpenAI stood at $6 billion, with cumulative investment in OpenAI reaching $11.9 billion. https://t.co/BD6E9LTAFV
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