Update: Market Chatter: Microsoft Generates $30 Billion From OpenAI-Related Business, More Than Doubling Investment
Idag, 16:20
10:20 AM EDT, 05/13/2026 (MT Newswires) -- (Updates to add the company's response in the fourth paragraph.)
Microsoft (MSFT) has earned about $30 billion in revenue from OpenAI-related business in 2023-25, more than double its $13 billion capital investment, The Information reported Monday, citing estimates based on company filings, people familiar with the business and OpenAI's private financial documents.
The earnings include OpenAI's spending on Azure servers, its revenue-share payments to Microsoft, and Microsoft's sales of products that use OpenAI's models, the report said.
Microsoft's right to 20% of OpenAI's revenue through 2030 translates to an additional $38 billion through 2030, based on a payment cap the two companies negotiated last month, the report said.
Microsoft declined to comment when contacted by MT Newswires.
(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
Price: 403.56, Change: -4.21, Percent Change: -1.03
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Update: Market Chatter: Microsoft Generates $30 Billion From OpenAI-Related Business, More Than Doubling Investment
Idag, 16:20
10:20 AM EDT, 05/13/2026 (MT Newswires) -- (Updates to add the company's response in the fourth paragraph.)
Microsoft (MSFT) has earned about $30 billion in revenue from OpenAI-related business in 2023-25, more than double its $13 billion capital investment, The Information reported Monday, citing estimates based on company filings, people familiar with the business and OpenAI's private financial documents.
The earnings include OpenAI's spending on Azure servers, its revenue-share payments to Microsoft, and Microsoft's sales of products that use OpenAI's models, the report said.
Microsoft's right to 20% of OpenAI's revenue through 2030 translates to an additional $38 billion through 2030, based on a payment cap the two companies negotiated last month, the report said.
Microsoft declined to comment when contacted by MT Newswires.
(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
Price: 403.56, Change: -4.21, Percent Change: -1.03
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