70% of microsoft's ai revenue relies on openai — is it diversifying or desperate?
bloomberg reports microsoft generated $24.1b in ai revenue via openai this fiscal year, about 70% of its total. this extreme reliance explains why microsoft is suddenly championing open models to reduce dependency.
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.