Microsoft recorded $10bn of revenue from its business with OpenAI in the three months to September, about 11% of its total revenue. Microsoft disclosed the amount in its quarterly filing on Wednesday, the day it reported its results .

It is the first time Microsoft has given a quarterly figure for the arrangement, Todd Bishop reported for GeekWire . Rebecca Bellan also reported the figure for TechCrunch .

“For the three months ended September 30, 2026, we recorded revenue from commercial arrangements with OpenAI, inclusive of revenue-sharing payments, of $10.0 billion,” the filing says.

The filing does not split that between revenue sharing and OpenAI’s spending on Azure, Microsoft’s cloud.

Bigger than Xbox

In the 12 months to June, Microsoft recorded $24.1bn from OpenAI, both outlets reported. That is about $6bn a quarter on average.…