独家丨微软云 OpenAI 业务的全球营收中，约1/4来自中国互联网巨头

Core Viewpoint - Microsoft's cloud services are significantly benefiting from OpenAI's business, particularly in the Chinese market, where it has become a major revenue driver [2]. Group 1 - OpenAI's impact on Microsoft's cloud revenue is particularly pronounced in China, accounting for approximately 25% of global revenue from OpenAI services [2]. - Chinese companies are utilizing Microsoft's cloud to access OpenAI services by creating overseas accounts, as OpenAI services are banned in China [2]. - Azure OpenAI Service and related offerings have rapidly boosted Microsoft's cloud revenue in China over the past two years, establishing it as a new growth engine [2].