Microsoft just disclosed for the first time taht OpenAI supplied ~70% of Microsoft's AI revenue, per new filings.
based on projected growth and previous disclosures that relate to revenue derived from OpenAI.
Most of the $24.1B is OpenAI's cloud bill for the Microsoft data centers that train and serve ChatGPT, topped up by model-development costs and a share of OpenAI's own sales, all booked together as revenue by the Microsoft that has also funded $11.9B into OpenAI.
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