Microsoft recorded $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending September 30. This figure represents nearly 11% of Microsoft’s total quarterly revenue of $92.3 billion, highlighting the enormous financial ties between the two companies. For the full 2026 fiscal year, revenue from OpenAI reached $24.1 billion, and at its latest quarterly pace, Microsoft would generate $40 billion annually from OpenAI-related arrangements.