Developing story · 2 episodes · 20 Sept to 22 Sept
Microsoft's AI Revenue Surge Saga
The series tracks Microsoft's growing financial ties with OpenAI, from its Azure capacity planning to the massive $24.1 billion revenue stream. After the latest report, Microsoft is now the largest customer of OpenAI, cementing its role as a key AI infrastructure partner.
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Microsoft reports $24.1 billion revenue from OpenAI, its largest AI customer
Microsoft’s fiscal 2026 filing shows the company booked $24.1 billion of revenue from its commercial relationship with OpenAI, accounting for about 7% of Microsoft’s total $331.8 billion revenue for…
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Microsoft raises quarterly dividend to $0.98, yield 0.8% amid heavy AI spending
Microsoft announced a quarterly dividend of $0.98 per share, up from $0.91, which annualizes to $3.92 and translates to a roughly 0.8% yield based on the stock price at the time. The increase marks…
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