Microsoft's OpenAI Revenue Hits $30 Billion as Partnership Cost Tops $100 Billion
Microsoft has generated about $30 billion in OpenAI-related revenue since 2023, adding a new measure of the alliance's economics after testimony in Elon Musk's case against OpenAI showed the software maker has spent more than $100 billion on the partnership. The spending figure, attributed to Microsoft executive Michael Wetter, includes the company's original investments.
The revenue total is more than double the $13 billion Microsoft invested in OpenAI itself, underscoring how the tie-up has become a significant source of sales even as its overall cost runs far higher. Together, the figures offer one of the clearest public snapshots yet of the scale of Microsoft's financial relationship with the AI startup.
From the sources (25 posts)
@andrewcurran_OpenAI is acquiring Tomoro as part of today's launch of The OpenAI Deployment Company.
@openaiToday we’re launching the OpenAI Deployment Company to help businesses build and deploy AI. It's majority-owned and controlled by OpenAI. It brings together 19 leading investment firms, consultancies, and system integrators to help organiz
@openaiWe’ve also agreed to acquire Tomoro, which will bring 150 experienced Forward Deployed Engineers and Deployment Specialists to the OpenAI Deployment Company from day one.
@wallstengine$BAM announced a $500M investment in The OpenAI Deployment Company, a new platform built with OpenAI and other investors to help large enterprises move from AI pilots to full-scale deployment across their businesses.
@negligible_cap*OPENAI TO BUY CONSULTING FIRM TOMORO FOR PRIVATE EQUITY JV OpenAI is acquiring consulting firm Tomoro for a private equity joint venture with $TPG and $BN. Consultants from the acquisition will help staff OpenAI’s new entity, OpenAI Depl
@firstsquawkOPENAI ACQUIRES TOMORO, ADDING 150 ENGINEERS AND DEPLOYMENT SPECIALISTS TO DEPLOYCO.
@firstsquawkB CAPITAL, BBVA, EMERGENCE CAPITAL, GOANNA, GOLDMAN SACHS, SOFTBANK, THRIVE, WARBURG PINCUS, AND WCAS JOIN AS FOUNDING PARTNERS.
@firstsquawkOPENAI HAS DECIDED TO PURCHASE TOMORO, A FIRM SPECIALIZING IN APPLIED AI CONSULTING AND ENGINEERING.
@firstsquawkOPENAI'S DEPLOYCO, WHICH IS MAJORITY-OWNED AND CONTROLLED BY OPENAI, WILL LAUNCH WITH OVER $4 BILLION IN INITIAL FUNDING.
@firstsquawkOPENAI STARTS OPENAI DEPLOYMENT COMPANY TO ASSIST ORGANIZATIONS IN CREATING AND IMPLEMENTING AI SYSTEMS.
@sebjohnsonukThe real headline for people in the UK is that a Scottish company has just been acquired by @OpenAI. The company, Tomoro AI, is an AI consulting company that will form the initial bulk of the "OpenAI Deployment Company". Talent in the UK
@kimmonismusOpenAI's announcement says the new deployment-company launches with more than $4 billion in initial investment, but Axios reports additional investor terms not included in the announcement: a guaranteed minimum 17.5% return and capped pro
@theinformationExclusive: OpenAI’s Microsoft revenue-sharing payments are now capped at $38 billion. The new deal saves OpenAI $97 billion, boosting its long-term investor appeal. More details:
@kimmonismussauce
@wallstengineOPENAI CAPS MICROSOFT REVENUE SHARE AT $38B Under the old structure, Microsoft’s 20% revenue share could have reached roughly $135B if OpenAI hit its long-term targets. The Information reports the renegotiated deal caps total OpenAI payme
@polymarketmoneyOpenAI reportedly renegotiated its $MSFT deal to cap total revenue-share payments at $38B, down from a potential ~$135B under the old structure. The trade-off is OpenAI may pay more near term but it could save ~$97B through 2030 while clea
@stocksavvyshayOpenAI reportedly capped $MSFT total revenue share at $38B under its revised deal. That could give OpenAI more flexibility to work with $AMZN and $GOOGL as it builds toward a potential IPO.
@reutersOpenAI, Microsoft agree to cap revenue-sharing at $38 billion, The Information reports
@stocksavvyshay$MSFT 20% revenue share could have reached ~$135B under old structure so huge revision in new deal. The trade-off is OpenAI may pay more near term because it can no longer defer some payments.
@theinformationExclusive: New figures show OpenAI’s Azure spending, revenue-sharing payments and Copilot-related sales have already helped Microsoft recoup more than twice its OpenAI investment in revenue. Full story:
@stockmktnewzMicrosoft $MSFT just said it has invested $100 Billion into its partnership with OpenAI
@financialjuiceMicrosoft spent $100 billion on the OpenAI partnership over the years, including investment, infrastructure, and hosting. $MSFT
@firstsquawkMICROSOFT HAS INVESTED $100 BILLION IN ITS PARTNERSHIP WITH OPENAI OVER THE YEARS.
@rachelmetzToday in eye-popping figures from the Musk v Altman trial: Microsoft has spent more than $100 billion on its partnership with OpenAI, a sum that underscores the importance of the software company's relationship with the AI startup. https://
@edzitronOpenAI accounts for the vast majority of Microsoft's GPU capacity, so minus the $13bn already invested we've got about $87bn of capex...out of $289bn or so. This heavily suggests that Microsoft has barely installed any GPUs, and has massive