Microsoft's AI Sales Mostly Come from OpenAI, Disclosures Show
bloomberg.com
August 5, 2026
1 min read
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45/100
Summary
Microsoft generated $24.1 billion in AI revenue from OpenAI for the year ending in June. CEO Satya Nadella indicated the company is on track to achieve $37 billion in AI revenue for the full year.
Key Takeaways
- Microsoft generated $24.1 billion in AI sales from OpenAI for the year ending in June.
- Microsoft CEO Satya Nadella projected the company would reach $37 billion in AI revenue for the full year by the end of the March quarter.
- Microsoft did not update its total AI sales figure during its fiscal fourth-quarter earnings report.
Community Sentiment
Positives
- AI as a tool is useful and will stick around, indicating that the technology's core value is recognized despite market fluctuations.
Concerns
- Concerns are rampant about the fragility of Microsoft's AI sales, heavily relying on OpenAI—if that partnership falters, what happens to their entire strategy?
- The AI ouroboros analogy suggests a looming crash, with comparisons to Enron and the Titanic, raising alarms about the sustainability of current AI market dynamics.
- There's skepticism about the actual revenue from AI services—are these numbers inflated by circular deals rather than genuine business use?
