Microsoft earned $10 billion from OpenAI deals in one quarter

Microsoft earned $10 billion from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ended September 30, nearly 11% of its $92.3 billion total revenue, a regulatory filing showed. OpenAI-related revenue was $24.1 billion for fiscal 2026. Microsoft also reported $7.2 billion in outstanding receivables from OpenAI, up from $6 billion in June.