🥧 Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures Show 「Bloomberg’s analysis assumes that Microsoft’s annual A...

🥧 Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures Show 「Bloomberg’s analysis assumes that Microsoft’s annual AI run rate continued growing at the rapid 123% the company reported for March. At that growth rate, the company’s AI business would have tallied roughly $34 billion in the fiscal year ending in June, which can be directly compared with the new disclosure that OpenAI provided $24.1 billion of revenue in that year 」https://www.bloomberg.com/news/articles/2026-08-05/microsoft-s-ai-sales-mostly-come-from-openai-disclosures-show#openai #ai #ms

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