Microsoft's AI business revenue is highly dependent on OpenAI; its customers are concentrated among large technology companies.
2026-08-24 19:12:06
According to CoinMeta, and as reported by Bloomberg, in Microsoft's most recent fiscal year, approximately 70% of its AI business revenue, which amounts to $24.1 billion, came from OpenAI. Microsoft's main customers include ByteDance, Meta, Adobe, Perplexity, Sierra, Ant Group, Meituan, and Tencent. As of June this year, ByteDance's annual expenditure on Microsoft's cloud platform is estimated to exceed $1 billion, with Meta spending hundreds of millions of dollars each year. Microsoft's AI model market has about 100,000 customers, but the majority of the revenue is concentrated among a few large technology and AI companies.
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Source:Internet
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