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    1. CreativeMuseMan on

      >Zitron [reported](https://www.wheresyoured.at/oai_docs/) this week that in 2024, Microsoft received $493.8 million in revenue share payments from OpenAI. In the first three quarters of 2025, that number jumped to $865.8 million, according to documents he viewed.

      >OpenAI [reportedly](https://www.reuters.com/business/openai-plans-slash-revenue-share-microsoft-information-reports-2025-05-07) shares 20% of its revenue with Microsoft as part of a previous deal where the software giant invested over $13 billion in the powerful AI startup. (Neither the startup nor the people in Redmond have publicly confirmed this percentage.)

      >

      So, based on that widely reported 20% revenue-share statistic, we can infer that OpenAI’s revenue was at least $2.5 billion in 2024 and $4.33 billion in the first three quarters of 2025 — but very likely to be more. Previous reports from The Information put [OpenAI’s 2024 revenue](https://www.theinformation.com/articles/openais-sales-chief-sees-paradigm-shift-in-corporate-ai-spending) at around $4 billion, and its revenue from the first half of 2025 at [$4.3 billion](https://www.theinformation.com/articles/openais-first-half-results-4-3-billion-sales-2-5-billion-cash-burn?ref=wheresyoured.at).  

    2. > A source familiar with the matter told TechCrunch that while OpenAI’s training spend is mostly non-cash — meaning, paid by credits Microsoft awarded OpenAI as part of its investment — the firm’s inference spend is largely cash.

      So, like the Nvidia deal, it’s MS deal allows it to cook the books. Costs get written down as external investments, obfuscating what the actual costs are. The books will get to look black when they are still in the red. And they get to look far more profitable than really are.

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