AI Matters
Why it matters
Microsoft reportedly relies on OpenAI for most of its AI revenue
The Decoder Microsoft's AI revenue reportedly depends on OpenAI for 70 percent
A Bloomberg analysis revealed that Microsoft generated $24.1 billion in AI revenue through OpenAI in its last fiscal year, accounting for roughly 70 percent of its total.
Why it matters
This heavy reliance explains why Microsoft is supporting open-source AI models to diversify its offerings and reduce dependency on a single partner.
Latest brief · Aug 6, 2026