$10 billion in a quarter
Microsoft said it generated $10 billion in revenue from its commercial arrangements with OpenAI in the quarter ending September 30, including revenue-sharing payments.
The financial weight of the partnership
The figure shows the relationship is not a one-way investment. Microsoft is collecting a direct return on its stake in OpenAI through commercial agreements.
Why it matters
The revenue-sharing arrangement lays out the financial scale of one of the largest partnerships in the AI market. Disclosing this line item in quarterly results makes the partnership's weight on Microsoft's balance sheet visible.
