Microsoft's early bet on OpenAI is weighing heavily on Azure, causing 45% of its backlog β but it's finally starting to pay off Latest from Windows Central By:kevinokemwa@outlook.com (Kevin Okemwa) 29 January 2026 at 16:55 Microsoft's financial earnings report reveals that OpenAI accounts for 45% of its Azure cloud computing backlog, yet Microsoft's net income jumped by $7.6 billion, primarily due to its investment in OpenAI.
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