'Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures Show' - Bloomberg
https://www.bloomberg.com/news/articles/2026-08-05/microsoft-s-ai-sales-mostly-come-from-openai-disclosures-show
Microsoft makes most of its AI money by selling OpenAI's technology to customers, not its own. When you look at Microsoft's business, watch how much comes from OpenAI versus their own products—it shows where their real AI strength is right now.
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