IT之家 · ITHome

OpenAI partnership brings Microsoft $10 billion in quarterly revenue

Microsoft disclosed $10 billion in revenue from its commercial relationship with OpenAI, including revenue-sharing payments, in its first quarter of fiscal 2027. That represented nearly 11% of total quarterly revenue of $92.3 billion. OpenAI-related revenue totaled $24.1 billion in fiscal 2026, while the latest quarter’s split between revenue sharing and Azure cloud services remains unclear.

Source published: Brief prepared:
OpenAI partnership brings Microsoft $10 billion in quarterly revenue
Image source · IT之家 · ITHome

What to know

  • 01

    Microsoft’s stake in OpenAI declined from about 25% in June to 24% in September; Microsoft did not explain the dilution.

  • 02

    Under an April 2026 agreement, OpenAI can work with other cloud providers but must continue revenue-sharing payments to Microsoft, subject to a cap, through 2030.

Why it matters

The disclosures help illustrate the close financial ties between Microsoft and OpenAI despite their increasing competition for customers.

Original sourceRead the source · IT之家 · ITHomewww.ithome.com

AI-assisted brief. Read the source for full details. Editorial & sourcing policy

Keep reading

Momenta previews R7 Ultra world model, claiming fivefold safety gains
IT之家 · ITHome

Momenta previews R7 Ultra world model, claiming fivefold safety gains

Momenta previewed its upcoming R7 Ultra world model at XHEART’s launch event. The company says accumulated data and the X7 Ultra chip enable five times the parameters and a fivefold improvement in safety performance. The chip supports larger models running in vehicles, while Momenta claims stronger scene understanding, reasoning and prediction, alongside improved driving in complex situations such as U-turns, oncoming encounters and reversing to yield.

Bilingual brief