Bloomberg reports that disclosures show most of Microsoft’s AI sales come from OpenAI. If the accounting scope is accurately characterized, the finding suggests Microsoft’s reported AI growth remains heavily tied to its OpenAI relationship and associated cloud infrastructure revenue, rather than being driven primarily by products such as Copilot. However, the supplied metadata contains no sales figures, percentage breakdown, reporting period, accounting definition, or link to the underlying disclosures, so the headline’s scope and methodology cannot be independently assessed here.
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