Microsoft's AI business revenue is highly dependent on OpenAI, with customers concentrated in large technology companies

According to Bloomberg, about 70% of Microsoft's AI business revenue, or $24.1 billion, in the most recent fiscal year came from OpenAI. The main customers of Azure AI include ByteDance Meta、Adobe、Perplexity、Sierra、 Ant Group, Meituan, and Tencent. As of June this year, the annual expenditure of ByteDance on Microsoft's cloud platform is expected to exceed $1 billion, and the annual expenditure of Meta is expected to reach hundreds of millions of dollars. The Microsoft AI model market has approximately 100000 customers, but the main revenue is concentrated in a few large technology and AI companies.