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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 the beginning of