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Windows Central
Windows Central
Technology
Jez Corden

Microsoft filings suggest "around 70%" of its AI revenue is concentrated entirely on OpenAI — which seems rather unhealthy

Satya Nadella with Sam Altman at a conference.

Microsoft's stocks rallied this past week on accelerating AI growth, but the devil is always in the details.

Over the past month, Microsoft's shares have surged almost 30% following its quarterly filings, which beat Wall Street estimates by a significant margin. Microsoft proved that its AI business is accelerating in growth, and that cash flows remain healthy despite the firm's extensive capital expenditure on new data centers. However, new information suggests that there's still an enormous caveat to this news.

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