Microsoft首次披露：OpenAI贡献约70% AI收入
源：https://t.co/wemP1b8MRs
Microsoft自己说AI收入里七成来自OpenAI，241亿美元的大头是OpenAI付的云账单。Microsoft AI生意其实靠OpenAI撑着呢。
Microsoft在最新监管文件中首次披露，OpenAI贡献了其约70%的AI收入。在Microsoft计入的241亿美元AI相关收入中，大部分是OpenAI为使用Microsoft数据中心训练和运行ChatGPT而支付的云账单。
其余部分包括模型开发成本和OpenAI自身销售的分成。Microsoft迄今已向OpenAI投资119亿美元。
源：https://t.co/wemP1b8MRs
源： x.com/rohanpaul_ai/s… Rohan Paul @rohanpaul_ai 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. 🔗 View Quoted Tweet
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Key entities and technical topics under continuous tracking include Microsoft, OpenAI, AI revenue, cloud computing.
Source attribution: curated from AI Will (@FinanceYF5). Cross-source corroboration: 11 independent sources have covered this development (including The Rundown AI, OpenAI Blog, IT之家), confirming industry-wide signal strength.
