Spends On Inference vs Revenue

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CY2025

Q1 CY2025: (January, February, March)

• Inference: $2.075 billion
• Microsoft Revenue Share: $206.4 million
• Implied OpenAI Revenue: $1.032 billion

Q2 CY2025 (April, May, June)

• Inference: $2.947 billion
• Microsoft Revenue Share: $248.3 million
• Implied OpenAI Revenue: $1.241.5 billion

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https://www.wheresyoured.at/oai_docs/

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