OpenAI成微软AI收入主力，最新财年贡献约241亿美元，占微软AI总收入70%。微软CEO纳德拉此前称AI年收入目标超370亿美元。双方合作中，OpenAI需向微软支付计算资源费、模型开发成本并参与收入分成。
微软正开发整合Copilot聊天、编码助手与智能代理的AI“超级应用”，计划年内推出，覆盖消费者与商业场景。CEO纳德拉称Copilot正从聊天转向协同办公和自动化执行，本季度将统一整合不同Copilot体验。
微软作为最大云服务商之一，同时持股OpenAI与Anthropic。但两家公司正向应用层及智能体基础设施扩张，
微软纳德拉在财报会上称，将力推多模型架构，加大自研AI模型、智能体及安全产品投入，以降低对单一前沿AI实验室的依赖。财务方面，微软全年营收3318亿美元、净利1337亿美元，最新季度营收900亿美元、净利358亿美元，AI业务高速扩张背景下，公司仍保持全球云服务领先地位。
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