In its latest quarterly report, Microsoft announced $10 billion in revenue from its partnership with OpenAI, accounting for nearly 11% of its total revenue for the quarter ending September 30. This figure highlights the significant financial interdependence between the two companies, despite their growing competition for customers.
For the fiscal year 2026, Microsoft generated $24.1 billion from OpenAI, with projections suggesting an annual revenue of $40 billion if the current pace continues. Additionally, Microsoft reported $7.2 billion in outstanding receivables from OpenAI, indicating ongoing financial transactions between the two entities.