Better Offline

Exclusive: Here's How Much OpenAI Spends On Inference And Its MSFT Revenue Share

November 12, 2025·7 min·5-min readsolotechnology
Podzilla Summary (5 min)
TLDR
OpenAI's inference costs on Microsoft Azure have surged to $8.67 billion through September 2025, far exceeding prior estimates, while implied revenues derived from Microsoft's 20% revenue share suggest OpenAI is earning significantly less than previously reported—raising serious questions

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Mentions

Books, people, and resources mentioned in this episode.

People

Ed Zitron

Companies

OpenAIMicrosoftThe Information

Products & Tools

ChatGPTSoraMicrosoft Azure

Research & Papers

Financial Times

Topics

Artificial IntelligenceBusiness NewsCloud ComputingData ScienceMachine LearningStartupsTech IndustryTech News

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