OpenAI to Halve Microsoft Revenue Share by 2030, Boosts 2029 Revenue Forecast to $125B After $3B Windsurf Deal

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Updated May 9, 2025, 08:52 PM

OpenAI is undertaking a strategic restructuring that will reduce Microsoft’s share of its revenue by 50% by 2030. This move coincides with OpenAI’s $3 billion acquisition of Windsurf, a deal aimed at enhancing its AI-assisted coding capabilities. The acquisition is considered the largest in OpenAI’s history and is expected to accelerate its development of enterprise AI agent code. Despite the reduced revenue share, Microsoft’s Azure platform continues to dominate in AI infrastructure, with an estimated $15 billion AI revenue run rate, three times that of Amazon Web Services. OpenAI has also raised its long-term revenue forecast, projecting $125 billion in revenue by 2029, up from a previous estimate of $100 billion. This growth outlook reflects the company’s expanding influence in the AI sector alongside major tech firms such as Microsoft, Amazon, Google, Meta, and Nvidia.

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Sources

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Beth Kindig

@Beth_Kindig

OpenAI has boosted its long-term revenue forecasts by as much as 25%, now seeing 2029 revenue at $125 billion, up from its prior projection for $100 billion. $MSFT $AMZN $GOOG $META $NVDA https://t.co/dmMVQlcoq1