[Over Half of Microsoft's AI Revenue Comes from OpenAI, Highlighting Continued Dependence on Partners] According to Gelonghui, Microsoft's latest disclosures reveal that the majority of its artificial intelligence revenue comes from OpenAI. In documents submitted last week, Microsoft stated that for the fiscal year ending in June, sales generated from OpenAI reached $24.1 billion. Microsoft CEO Satya Nadella previously mentioned that by the end of the March quarter, the company's annualized AI business revenue was expected to reach $37 billion. This disclosure indicates that OpenAI's revenue for the 2026 fiscal year reached $24.1 billion, contributing to more than half of Microsoft's actual AI sales and potentially accounting for approximately 70%. Under the agreement between the two companies, OpenAI pays Microsoft for computing power, AI model development-related costs, and a portion of revenue sharing.