Bloomberg: OpenAI Paid Microsoft $24.1B in FY26, Roughly 70 Percent of Microsoft's Entire AI Revenue
Bloomberg / Hacker News·high signal
New Microsoft disclosures reported by Bloomberg on 2026-08-05 show $24.1B in sales from OpenAI during the fiscal year ended June, which implies OpenAI accounts for more than half and likely around 70 percent of Microsoft's AI revenue. Nadella had said Microsoft was pacing toward $37B in annualized AI revenue at the end of the March quarter. The number undercuts the framing of Microsoft's AI business as broad enterprise demand and shows how much the headline figure depends on a single customer, even as Microsoft backs Anthropic and builds its own models to diversify.