Leaked Documents Reveal OpenAI's Revenue Share and Rising Inference Costs with Microsoft

Newly obtained documents show that OpenAI paid Microsoft $493.8 million in revenue share for 2024 and $865.8 million for the first three quarters of the following year, reflecting a 20 percent share of OpenAI’s earnings. The data suggests OpenAI’s revenue may have topped $2.5 billion in 2024 and $4.33 billion in the first three quarters of the next year, while its cash‑based inference spend rose to $3.8 billion in 2024 and $8.65 billion in the first nine months of the subsequent period. The disparity between revenue and inference costs raises questions about the startup’s profitability, prompting both firms to decline comment. Weiterlesen