For three years, Microsoft was the only cloud provider to sell OpenAI’s large language models to other businesses, an exclusive right it fought hard to preserve after investing $13 billion in the startup. But businesses bought more access to those models from OpenAI directly than from Microsoft over that time, new data show. Even so, Microsoft’s OpenAI bet has paid off handsomely in other ways. Microsoft has already earned back more than double the capital it invested in OpenAI in terms of new revenue from services related to OpenAI’s technology, according to The Information’s estimate based on company filings, people familiar with the business and OpenAI’s private financial documents.
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