AB Kuai.Dong|8月 06, 2026 02:32
Wait, you can do this? Microsoft reportedly gets about 70% of its AI revenue from OpenAI. To run ChatGPT, OpenAI has to keep purchasing cloud computing power from Microsoft and even share part of its revenue with them, which Microsoft counts as its own AI revenue.
But the market is also speculating—how much of this revenue is actual cash from OpenAI, and how much comes from service agreements and revenue-sharing deals tied to previous investment agreements?
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