微软 70% 的 AI 收入依赖 OpenAI——是多元化还是绝地求生？
彭博社報導稱，微軟本財年通過 OpenAI 產生了 241 億美元的 AI 收入，約佔其總 AI 收入的 70%。這種極度依賴解釋了為什麼微軟最近突然擁護開源模型以降低風險。
microsoft generated an estimated $24.1 billion in ai revenue from its partnership with openai during the fiscal year ending in june, constituting roughly 70% of its total ai business, according to bloomberg. while ceo satya nadella reported an annual run rate exceeding $37 billion, the disclosed figures highlight a critical dependency on openai for azure ai growth. microsoft is actively countering this risk by integrating its own in-house models into office products and publicly promoting open-weight models to challenge vendor lock-in. this strategic pivot suggests microsoft is preparing to decouple its financial performance from openai's exclusive technology pipeline to drive long-term stability.