Microsoft recorded $10 billion in revenue from OpenAI
TL;DR
Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending September 30. It underscores the still-enormous financial dependency of the partnership. Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending September 30. It underscores the still-enormous financial dependency of the partnership.
Nauti's Take
For small teams, the figure is mainly a dependency check. Anyone building workflows on OpenAI should regularly test costs, outage scenarios, and alternative models.
The key unanswered question is how much of the revenue comes from genuine customer demand and how much reflects internal accounting or revenue-sharing arrangements.
Sources