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Ed Zitron
edzitron.com
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News: Microsoft disclosures and Bloomberg analyses suggest that OpenAI's $24.1 billion in revenue accounted for 70% or more of Microsoft's FY26 AI revenue, and more than 7% of its entire FY26 revenues.
Microsoft has spent $261.3bn in capex since 2022.
https://www.wheresyoured.at/news-microsoft-disclosures-suggest-openai-sales-account-for-around-70-of-fy26-ai-revenue-more-than-7-of-fy26-revenue/
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2026-08-05T18:49:08.968Z