Microsoft: OpenAI's revenue for fiscal year 2026 will reach 24.1 billion dollars, accounting for 70% of AI sales

According to Ed Zitron's citation of Microsoft's latest financial report and Bloomberg analysis, OpenAI contributed $24.1 billion in revenue to Microsoft for the fiscal year ending June 2026, accounting for more than 70% of Microsoft's AI business revenue for that fiscal year, and approximately 7.26% of Microsoft's total revenue of $331.8 billion for FY26. Bloomberg estimates OpenAI's contribution to be around 70%, based on Microsoft's previously disclosed 123% annual growth rate in AI business and an annualized AI revenue scale of about $34 billion.

The report points out that Microsoft has accumulated approximately $261.3 billion in capital expenditures since early 2022, with analysts believing that a significant portion of this expenditure serves a single client, OpenAI. Ed Zitron commented that Microsoft "has invested in AI for nearly four years, and aside from a company that requires infinite resources to maintain its computing bill, there is almost nothing to show for it." Previously, in a report on August 4, Ed Zitron cited analysts estimating that OpenAI and Anthropic together account for more than 70% of the AI revenue of the three major cloud providers: Microsoft, Google, and Amazon. Microsoft also disclosed in its financial report that as of June 30, accounts receivable from OpenAI amounted to $6 billion.