Microsoft's Backlog Just Hit $678B — Almost a Third Traces to a Single Customer
Microsoft's $678 billion backlog and CFO Amy Hood's comments suggest OpenAI could account for roughly one-third of Microsoft's future revenue pipeline.
Microsoft has a huge pile of work orders worth $678 billion to do in the future, and OpenAI (the AI company) might be asking for about one-third of that work. When a company relies a lot on one customer, it's worth watching whether that customer stays happy and keeps ordering.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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