Skip to content
Guavy Logo GUAVY
Sign up
Back to Guavy Wire
Stocks

Microsoft's Big Bet on OpenAI Sparks Concerns Over Dependence

Guavy AI Editorial Team
Instruments
MSFT
Share

Microsoft's commercial arrangement with OpenAI generated $24.1 billion in revenue for fiscal 2026, accounting for about 7% of the company's total revenue.

This significant chunk of revenue comes from a deal that also includes a $6.0 billion debt owed by OpenAI to Microsoft at June 30.

Microsoft's commercial backlog grew 84% to $678 billion last fiscal year, but only 25% excluding OpenAI. This is largely due to OpenAI's commitment in October to buy an additional $250 billion of Azure services.

Azure, Microsoft's cloud computing platform, topped $100 billion of revenue for the first time in fiscal 2026, growing 41% year over year.

More on Stocks

Stocks 4m ago

Amazon Sells UGREEN's HDMI 2.1 Cable at Discounted Price

Stocks 5m ago

Amazon Blocks Meta's AI Agent from Completing Purchases on Its Marketplace

Stocks 5m ago

Amgen Stock Jumps 2% on Sjogren's Disease Therapy Breakthrough

Disclaimer: Guavy is a data and market intelligence provider, not an investment adviser. The information, signals, and market analysis provided by the Guavy API and related services are for informational purposes only and are not intended as financial advice, investment recommendations, or an endorsement of any particular trading strategy. Trading in volatile markets, including cryptocurrency, carries significant risk and may not be suitable for all investors. Past performance is not indicative of future results. Users should consult with a qualified financial professional before making any investment decisions. Guavy makes no guarantee of trading profits or financial returns.

Guavy Logo GUAVY

Market sentiment intelligence for apps, funds & agents

Location

729 55 Ave SW
Calgary AB T2V 0G4
Canada

Navigate

Markets

Resources

© 2026 Guavy Inc

Terms Privacy Policy