Deep diveInsider
Microsoft
MSFT · Hyperscalers
Its chief executive puts the AI business at a $37 billion annual run rate — a snapshot multiplied out to a year; the annual report has no AI line, but it does show $115.9 billion spent on buildings and machines in the year, and $24.1 billion of revenue from OpenAI, a company Microsoft owns about a quarter of.
AllFactsAI holds no position in Microsoft (MSFT), as at 12 September 2026.
Inside this deep dive
- The short version
- What it sells
- The numbers
- The latest quarter
- What's working, what could break
- Verdict
- What would change our read
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