About 70% of Microsoft's AI revenue comes from OpenAI Microsoft disclosed that OpenAI contributed $24.1 billion in AI revenue during the fiscal year ending in June. Microsoft CEO Satya Nadella previously stated that AI revenue in the March quarter was annualized at $37 billion, with Bloomberg analysts estimating OpenAI's share at around 70%, highlighting Microsoft's reliance on this partner. Microsoft has invested in Anthropic and is developing its own models to reduce dependency.