--- title: Microsoft made $10bn from OpenAI last quarter, 11% of... description: Microsoft recorded $10bn in revenue from OpenAI in the quarter ending September, about 11% of its total revenue. That's more than Xbox ($5.4bn) and more than... canonical: https://daily.dev/posts/microsoft-made-10bn-from-openai-last-quarter-11-of-its-revenue-32tr8dmxr twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Microsoft made $10bn from OpenAI last quarter, 11% of its revenue | daily.dev og:description: Microsoft recorded $10bn in revenue from OpenAI in the quarter ending September, about 11% of its total revenue. That's more than Xbox ($5.4bn) and more than... og:url: https://daily.dev/posts/microsoft-made-10bn-from-openai-last-quarter-11-of-its-revenue-32tr8dmxr og:image: https://api.daily.dev/og/posts/32Tr8DMXR.png og:image:alt: Microsoft made $10bn from OpenAI last quarter, 11% of its revenue og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Microsoft made $10bn from OpenAI last quarter, 11% of its revenue **[The Next Web](https://daily.dev/sources/tnw)** · 4 min read · 2 upvotes · 0 comments ## Summary Microsoft recorded $10bn in revenue from OpenAI in the quarter ending September, about 11% of its total revenue. That's more than Xbox ($5.4bn) and more than search and advertising ($6.6bn). OpenAI owed Microsoft $7.2bn at quarter's end, up from $6.0bn in June. Microsoft owns about 24% of OpenAI and has paid $12.0bn of its $13.0bn investment commitment. CEO Satya Nadella said relying on 'four customers who buy a lot of capacity from you' for growth is 'not a business as far as I'm concerned.' CFO Amy Hood trimmed the 2026 capital spending forecast to $170bn from $175bn, and said some GPU-as-a-Service contracts had slipped to the second half of the fiscal year. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Questions this post answers ### How much revenue did Microsoft make from OpenAI in a single quarter? Microsoft recorded $10 billion in revenue from commercial arrangements with OpenAI, inclusive of revenue-sharing payments, for the three months ended September 30, 2026. That figure, about 11% of Microsoft's total revenue, exceeded Xbox revenue ($5.4bn) and search and advertising revenue ($6.6bn) for the same quarter, and was up from an average of about $6bn a quarter over the prior 12 months. _Anyone sizing up AI vendor dependency can track these disclosures as they shape cloud and AI deal structures on daily.dev._ ### What percentage of OpenAI does Microsoft own? Microsoft owns about 24% of OpenAI as of the quarter ended September 2026, down from about 25% in June and about 27% after OpenAI's October 2025 restructuring. Microsoft has paid $12.0 billion of the $13.0 billion it committed to invest, and did not disclose what caused the dilution. _Developers evaluating AI platform stability can follow ownership and funding shifts like this on daily.dev._ ### Did Microsoft cut its AI capital spending forecast for 2026? Yes, Microsoft's CFO Amy Hood trimmed the fiscal 2026 capital spending forecast to $170 billion from $175 billion. She attributed the change to some 'GPU-as-a-Service contracts' with outside capacity providers slipping to the second half of the fiscal year, rather than a change in overall spending plans. Capital spending in the quarter was $45.2 billion, below the company's own $50 billion projection. _Teams planning around cloud GPU capacity can watch forecasts like this one on daily.dev._ ## Similar posts on daily.dev - [Where Is OpenAI's Money Going?](https://daily.dev/posts/where-is-openai-s-money-going--dzymjseww) · Where's Your Ed At · 26 upvotes · 4 comments - [Nadella feared Microsoft would become 'the next IBM' as $92B OpenAI return projection revealed at trial](https://daily.dev/posts/nadella-feared-microsoft-would-become-the-next-ibm-as-92b-openai-return-projection-revealed-at-tr-u0db6mowc) · The Next Web · 14 upvotes · 2 comments - [OpenAI's light balance sheet faces a hard IPO look](https://daily.dev/posts/openai-s-light-balance-sheet-faces-a-hard-ipo-look-ekblobefq) · The Next Web · 2 upvotes · 0 comments - [Exclusive: OpenAI Losses Increased Nearly 8X in 2025, With Spending Hitting $34 Billion](https://daily.dev/posts/exclusive-openai-losses-increased-nearly-8x-in-2025-with-spending-hitting-34-billion-kcxu4bwml) · Where's Your Ed At · 79 upvotes · 13 comments --- Tags: [#cloud](https://daily.dev/tags/cloud), [#microsoft](https://daily.dev/tags/microsoft), [#azure](https://daily.dev/tags/azure), [#openai](https://daily.dev/tags/openai) [View this post on daily.dev](https://daily.dev/posts/microsoft-made-10bn-from-openai-last-quarter-11-of-its-revenue-32tr8dmxr) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"Microsoft made $10bn from OpenAI last quarter, 11% of its revenue","url":"https://daily.dev/posts/microsoft-made-10bn-from-openai-last-quarter-11-of-its-revenue-32tr8dmxr","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/microsoft-made-10bn-from-openai-last-quarter-11-of-its-revenue-32tr8dmxr"},"datePublished":"2026-10-29T19:29:24.982Z","dateModified":"2026-10-29T19:39:00.236Z","description":"Microsoft recorded $10bn in revenue from OpenAI in the quarter ending September, about 11% of its total revenue. That's more than Xbox ($5.4bn) and more than...","image":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/a7d91b2b725087ae7e1b12c4c6e12889?_a=AQAEuop","thumbnailUrl":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/a7d91b2b725087ae7e1b12c4c6e12889?_a=AQAEuop","isAccessibleForFree":true,"articleSection":"The Next Web","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"The Next Web","logo":"https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/tnw","url":"https://daily.dev/sources/tnw"},"commentCount":0,"discussionUrl":"https://daily.dev/posts/microsoft-made-10bn-from-openai-last-quarter-11-of-its-revenue-32tr8dmxr","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":2},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":0}],"keywords":"cloud,microsoft,azure,openai","timeRequired":"PT4M"} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"The Next Web","item":"https://daily.dev/sources/tnw"},{"@type":"ListItem","position":3,"name":"Microsoft made $10bn from OpenAI last quarter, 11% of its revenue"}]} {"@context":"https://schema.org","@type":"FAQPage","@id":"https://daily.dev/posts/microsoft-made-10bn-from-openai-last-quarter-11-of-its-revenue-32tr8dmxr#faq","mainEntity":[{"@type":"Question","name":"How much revenue did Microsoft make from OpenAI in a single quarter?","acceptedAnswer":{"@type":"Answer","text":"Microsoft recorded $10 billion in revenue from commercial arrangements with OpenAI, inclusive of revenue-sharing payments, for the three months ended September 30, 2026. That figure, about 11% of Microsoft's total revenue, exceeded Xbox revenue ($5.4bn) and search and advertising revenue ($6.6bn) for the same quarter, and was up from an average of about $6bn a quarter over the prior 12 months. Anyone sizing up AI vendor dependency can track these disclosures as they shape cloud and AI deal structures on daily.dev."}},{"@type":"Question","name":"What percentage of OpenAI does Microsoft own?","acceptedAnswer":{"@type":"Answer","text":"Microsoft owns about 24% of OpenAI as of the quarter ended September 2026, down from about 25% in June and about 27% after OpenAI's October 2025 restructuring. Microsoft has paid $12.0 billion of the $13.0 billion it committed to invest, and did not disclose what caused the dilution. Developers evaluating AI platform stability can follow ownership and funding shifts like this on daily.dev."}},{"@type":"Question","name":"Did Microsoft cut its AI capital spending forecast for 2026?","acceptedAnswer":{"@type":"Answer","text":"Yes, Microsoft's CFO Amy Hood trimmed the fiscal 2026 capital spending forecast to $170 billion from $175 billion. She attributed the change to some 'GPU-as-a-Service contracts' with outside capacity providers slipping to the second half of the fiscal year, rather than a change in overall spending plans. Capital spending in the quarter was $45.2 billion, below the company's own $50 billion projection. Teams planning around cloud GPU capacity can watch forecasts like this one on daily.dev."}}]} ```