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 💬 0 🔄 0 ❤️ 0 👀 392 ⚡