Business · Updated 29 Oct, 03:04 am IST
Microsoft recorded $10 billion revenue from OpenAI in September quarter
Why it matters for readers: Explains the size of the commercial relationship between two major AI players and why that matters in tech business news.
- Microsoft reported $10 billion in revenue tied to OpenAI in the quarter ended September 30, 2026.1
- Revenue from OpenAI for full fiscal 2026 was $24.1 billion.1
- Microsoft had $7.2 billion in outstanding receivables from OpenAI at the end of September, up from $6 billion at the end of June.1
- It is unclear how much of the reported OpenAI-related revenue came from revenue-sharing payments versus Azure cloud services.1
- At the latest quarterly pace, Microsoft would be on track to pull in about $40 billion annually from OpenAI-related arrangements.1
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