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In Machines we Trust

Insiders Claim OpenAI Buried Under Microsoft Compute Fees

In Machines we Trust

In Machines we Trust

Technology

4.36 Ratings

🗓️ 18 November 2025

⏱️ 10 minutes

🧾️ Download transcript

Summary

The leak outlines how quickly costs are climbing. High GPU demand is overwhelming budgets. Observers say this could trigger big changes.


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Transcript

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0:00.0

New leaked documents are showing just how much money Open AI is paying Microsoft.

0:06.2

And the numbers might surprise you.

0:08.0

This is after, obviously, a year of insane deals, rumors of an upcoming IPO from OpenAI.

0:14.8

With all of this, there's a lot of financial scrutiny on Open AI.

0:18.6

It's definitely getting intensified. And with all of this, we have recently

0:23.7

received some leak documents that came from tech blogger Ed Zitron. And he gave a little bit of a

0:30.2

glimpse into Open AI's revenue, their financials, and all of that. And specifically,

0:35.2

their compute costs, which a lot of people have been looking at,

0:38.4

which is an eye-watering number. So according to his report, he said that in 2024, Microsoft

0:46.0

received $493.8 million in revenue share payments from Open AI. What's interesting is that that was last year,

0:55.4

but if you fast forward to this year, that number jumped to $8.65.8 million. And that's just in the

1:02.5

first three quarters of this year. So we have a whole, you know, another third quarter or fourth

1:06.5

quarter that hasn't been reported in those numbers yet. And so at something like, you know,

1:11.4

$865 million, you can assume it's going to be over a billion dollars that they're going

1:16.9

to be paying Microsoft for this year alone. Now, all of this is part of the 20% revenue share

1:22.6

that Open AI agreed to paying Microsoft as part of their previous investment when opening I first came

1:29.9

up with Chad GPT. They needed a lot of money. It was getting insanely popular. And Microsoft came in and

1:35.4

invested $10 billion at the time. They've since invested a little more. So I think total, or actually,

1:39.8

I think it was prior to that. They'd invested $1 billion and a little bit more. So total, I think Microsoft all in is at $13 billion. And with that, I think especially with that $10 billion

1:49.5

that they gave Open AI, they agreed to a 20% revenue share. So 20% of the revenue opening I made,

1:55.0

they were going to pay to Microsoft. Neither people have also publicly confirmed that percentage of the 20% by the way, but this has been reported and leached by a lot of different people.

2:06.7

So this is where things get a little bit more, I guess, tricky. Microsoft already shares revenue with OpenAI.

...

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