---
id: 20260807-T0-04
title: "微软文件披露：约70%的AI收入来自OpenAI合作"
title_en: "Microsoft Filings Reveal ~70% of AI Revenue Comes from OpenAI"
url: https://ai.daily.yangsir.net/daily/20260807-T0-04
issue_date: 2026-08-07
publish_date: 2026-08-06T16:27:26.000Z
category: news
source_name: "HN AI 精选"
source_url: https://www.windowscentral.com/artificial-intelligence/microsoft-filings-suggest-around-70-percent-of-its-ai-revenue-is-concentrated-entirely-on-openai
---

# 微软文件披露：约70%的AI收入来自OpenAI合作

根据微软最新提交的文件，其AI业务收入中约有70%集中在与OpenAI的合作上。这一数据首次量化了微软对OpenAI的依赖程度。分析师指出，这意味着微软AI业务的增长高度绑定在单一合作伙伴身上，如果双方关系出现变化，将对微软的AI收入产生重大影响。微软和OpenAI自2019年起建立深度合作，微软累计投资已超130亿美元。

## English Version

**Microsoft Filings Reveal ~70% of AI Revenue Comes from OpenAI**

Microsoft's latest filings indicate approximately 70% of its AI revenue is concentrated on its partnership with OpenAI. This disclosure quantifies Microsoft's heavy dependence on OpenAI for revenue generation. Analysts note the significant risk this concentration poses if the relationship changes. Microsoft has invested over $13 billion in OpenAI since 2019.

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**来源**：[HN AI 精选](https://www.windowscentral.com/artificial-intelligence/microsoft-filings-suggest-around-70-percent-of-its-ai-revenue-is-concentrated-entirely-on-openai)

**详情页**：https://ai.daily.yangsir.net/daily/20260807-T0-04

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