Microsoft tallied $24.1B from OpenAI

Microsoft put a hard number this week on one of the most closely watched relationships in artificial intelligence: $24.1 billion in sales from OpenAI during the fiscal year ended June 30. The figure appeared in Microsoft’s latest filing and was first highlighted by Neowin, then analyzed by Bloomberg and other outlets. The disclosure offers a clearer view of how much of Microsoft’s AI revenue is tied to the startup whose models underpin major Azure and product offerings. The filing landed after Microsoft reported fiscal fourth-quarter revenue of $90.0 billion on July 29 and said full-year results were also affected by gains from its investment in OpenAI. In that earnings release, Microsoft separately said fiscal 2026 net income benefited by $4.963 billion from net gains on its OpenAI investment, a reminder that the partnership affects both operating revenue and investment results. (neowin.net) ### Where did the $24.1 billion figure come from? Microsoft’s annual filing for the year ended June 30 is the source of the $24.1 billion figure, according to reports that cited the company’s latest Form 10-K. Neowin reported that the filing gave the first detailed look at revenue generated from OpenAI in fiscal 2026. Bloomberg, in a follow-up analysis, said Microsoft recorded $24.1 billion in sales from the AI company during the year ended in June. (microsoft.com) Bloomberg’s account, republished by Yahoo Finance, said the disclosure referred to sales from OpenAI rather than a broader estimate of Microsoft’s whole AI business. That distinction matters because Microsoft has discussed AI revenue elsewhere using run-rate language rather than a full-year reported total. (neowin.net) ### Why are people saying OpenAI made up about 70% of Microsoft’s AI revenue? Satya Nadella said at the end of Microsoft’s March quarter that the company was on pace to reach a $37 billion annual AI revenue run rate. Bloomberg said Microsoft did not update that total AI sales figure when it reported fourth-quarter earnings on July 29. Using the $24.1 billion filing disclosure against that earlier run-rate figure, Bloomberg said OpenAI accounted for more than half, and likely about 70%, of Microsoft’s AI sales in the latest fiscal year. (finance.yahoo.com) That 70% figure is an estimate, not a separately reported Microsoft line item. Bloomberg described it as an inference from Microsoft’s disclosed OpenAI sales and Nadella’s previously stated AI run rate. ### What kinds of payments are included in that total? Microsoft’s arrangement with OpenAI includes several streams of money. (finance.yahoo.com) Briefs.co, summarizing the disclosure, said the total covers payments for computing capacity, model-building costs and a percentage of OpenAI’s sales. Other reports citing the filing said Microsoft confirmed the $24.1 billion includes sales and revenue-sharing tied to OpenAI. That mix is important because it means the figure is not simply a measure of end-customer software demand. Jackson Ader of KeyBanc, as cited by secondary reports, said a key unresolved question is how much of the total comes from cloud services versus revenue-sharing arrangements. ### What else does the filing suggest about the relationship? Some reports on the filing said Microsoft also carried roughly $6 billion in receivables tied to OpenAI at year-end. (briefs.co) AI Weekly and other follow-up coverage described Microsoft as not only OpenAI’s investor and cloud provider, but also a creditor through unpaid balances connected to the relationship. (news.aibase.com) Microsoft has separately said quarterly and annual earnings were affected by gains and losses from its investment in OpenAI. In fiscal 2026, those impacts swung across quarters, including a $7.6 billion positive effect on second-quarter net income and a $3.1 billion drag in the first quarter, according to Microsoft’s earnings materials. (aiweekly.co) ### When will investors get the next read on this? Microsoft’s investor relations site shows the company’s annual Form 10-K was filed on July 29, 2026, alongside its latest earnings materials. Any fuller breakdown of OpenAI-related sales, receivables or investment effects would most likely appear in future quarterly filings, annual reports or management commentary on upcoming earnings calls. (microsoft.com 1) (microsoft.com 2)