Microsoft (MSFT) has earned about $30 billion in revenue from OpenAI-related business in 2023-25, more than double its $13 billion capital investment, The Information reported Monday, citing estimates based on company filings, people familiar with the business and OpenAI's private financial documents.
The earnings include OpenAI's spending on Azure servers, its revenue-share payments to Microsoft, and Microsoft's sales of products that use OpenAI's models, the report said.
Microsoft's right to 20% of OpenAI's revenue through 2030 translates to an additional $38 billion through 2030, based on a payment cap the two companies negotiated last month, the report said.
Microsoft did not immediately respond to a request for comment from.
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