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微软首次披露：OpenAI 贡献其约 70% AI 收入
Microsoft just disclosed for the first time taht OpenAI supplied ~70% of Microso…
推荐理由
关注 AI 产业链和云厂商的同学必看，这是微软首次官方披露 OpenAI 对其 AI 收入的贡献比例，直接反映两家巨头的深度绑定和云业务依赖，值得追踪后续影响。
Microsoft just disclosed for the first time taht OpenAI supplied ~70% of Microsoft's AI revenue, per new filings.
based on projected growth and previous disclosures that relate to revenue derived from OpenAI.
Most of the $24.1B is OpenAI's cloud bill for the Microsoft data centers that train and serve ChatGPT, topped up by model-development costs and a share of OpenAI's own sales, all booked together as revenue by the Microsoft that has also funded $11.9B into OpenAI.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力