Over half of Microsoft AI's income comes from OpenAI, indicating that dependence on partners remains high

On 6 August, the latest disclosures by Microsoft (MSFT.O) indicated that most of its artificial intelligence income came from OpenAI. In a submission submitted last week, Microsoft indicated that it had received $24.1 billion in sales from OpenAI for the fiscal year ending in June. Microsoft CEONADE had previously indicated that by the end of the quarter of March, the size of the company ' s AI business income by year was expected to reach $37 billion. This disclosure indicates that in the last fiscal year, OpenAI contributed more than half of Microsoft ' s actual AI sales and may account for about 70 per cent. On the basis of an agreement between the two companies, OpenAI paid Microsoft for computing capacity costs, costs associated with AI model development and a share of revenue。