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Microsoft (MSFT) says AI sales mostly come from OpenAI, according to disclosures
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Microsoft's FY26 disclosures reveal OpenAI generated USD 24.1bn, comprising 70% of AI sales. While Azure growth accelerates toward 45%, massive CapEx of USD 116bn pressures immediate free cash flow.
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OpenAI revenue reached USD 24.1bln in FY 26; OpenAI accounts for c. 70% of AI sales.
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