OpenAI represented about 70% of Microsoft’s artificial intelligence business in the company’s latest fiscal year, generating roughly $24.1B, according to the information cited in the source.
The figure highlights how much of the current AI spending boom remains concentrated among large technology companies with the infrastructure, data and computing capacity to deploy advanced models at scale.
OpenAI is Microsoft’s largest AI customer, relying heavily on Azure to develop and operate its models. Other major Azure AI customers include ByteDance, which was on track to spend more than $1B annually on Microsoft’s cloud platform through June, as well as Meta, Adobe, Perplexity and Sierra.
Chinese technology companies including Ant Group, Meituan and Tencent also rank among Microsoft’s major AI customers.
Microsoft has said its AI model marketplace has reached 100,000 customers, including traditional companies such as Levi Strauss. However, the spending profile shows a sharp difference between customer count and revenue concentration, with a small group of technology companies accounting for much of the business.
The company and other AI infrastructure providers are now looking to expand adoption into automotive, manufacturing, pharmaceuticals, healthcare, energy and financial services. Broader use outside the software sector will be important for reducing reliance on technology companies and demonstrating a wider economic impact for AI.
Source: Jawlah
