News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 Revenue

Executive Summary: Microsoft disclosures and Bloomberg analyses show that OpenAI's compute spend and revenue share accounted for 70% or more of Microsoft's FY26 AI revenues, and more than 7% of Microsoft's overall FY2026 revenues. Microsoft has spent $261.3 billion in capital expenditures since