Microsoft recorded $10 billion in revenue from OpenAI

techcrunch.com Oct 29, 2026

Microsoft recorded $10 billion in revenue from OpenAI

Curated by Shubham · TechCapsules · Oct 29, 2026

AI-summarised brief · reviewed before publication

Microsoft reported $10 billion in revenue from OpenAI in the quarter ended September 30, 2026, representing about 11% of its $92.3 billion quarterly total. The figure includes revenue‑sharing payments and other commercial arrangements. For the full fiscal year, OpenAI‑related revenue reached $24.1 billion, implying an annualized $40 billion at current pace. Microsoft also had $7.2 billion in receivables from OpenAI, up from $6 billion. The companies continue to share revenue through 2030 under a capped agreement.

💡 Why It Matters

· The deal underscores how Microsoft monetizes its AI partnership while still competing for the same customers, reshaping the cloud‑AI landscape.

AI Capsules Microsoft Partnership

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Anthropic’s Unreleased AI Model Chains Flaws Into Working Chrome, Safari, Windows and…

Anthropic disclosed that an unreleased AI model identified and chained security flaws across Chrome, Safari, Android, Windows, and Linux, creating working proof‑of‑concept exploits. The model prompted the chain of vulnerabilities, which the company reported to vendors before any real attack occurred. Five exploit chains were detailed: a multi‑step Chrome exploit, a Safari memory‑access chain, a Windows denial‑of‑service bug, and a Linux kernel root‑privilege escalation. All identified flaws have been patched, with vendors crediting Anthropic for several fixes.

💡 The incident demonstrates that AI can autonomously discover and combine multiple zero‑day vulnerabilities, potentially accelerating the pace of exploit development. This capability raises new concerns for cybersecurity defenses and the need for proactive patching.

techcrunch.com · Oct 29

Google expands AI Search ads globally as core ad growth slows

Google announced the global rollout of AI-powered Search ads during its third‑quarter earnings call, aiming to offset slowing growth in its core search advertising business. The company reported $127.6 billion in revenue, up 25% year‑over‑year, while Search ad growth decelerated to 12% from 17% and 19% in earlier quarters. Chief business officer Philipp Schindler said the expansion will bring high‑quality ads into AI overviews worldwide, including multi‑turn ads and AI mode in the U.S. CEO Sundar Pichai highlighted that AI features are driving longer, multimodal queries, with one‑in‑five AI searches involving voice, images, or documents, and that Search queries grew at the fastest five‑year rate.

💡 By monetizing its AI‑enhanced search experience, Google seeks to convert rising user engagement into new revenue streams, potentially reshaping the digital advertising landscape.

therobotreport.com · Oct 29

Warp Sciences emerges from stealth, to apply robotics to drug research

Warp Sciences, a South San Francisco startup, has emerged from stealth with $215 million in funding to build a U.S.-based chemistry contract research organization that blends chemists, robotics, and AI. The company will produce and test drug‑discovery molecules, generating real‑world data to train AI models and accelerate the hypothesis‑experiment‑answer cycle. Warp emphasizes sovereign biotechnology, offering rapid, high‑quality lead‑optimization synthesis while protecting intellectual property and keeping sensitive research domestic. The team includes former OpenAI, Meta, and White House data scientists.

💡 By automating chemistry experiments, Warp Sciences could dramatically shorten the time needed to validate drug candidates, reducing reliance on overseas partners and strengthening U.S. control over critical biopharmaceutical research.

thequantuminsider.com · Oct 29

Guest Post: Why Dedicated Compute Matters for AI and Quantum Computing

Christopher Miglino, CEO of Axe Compute, argues that as AI infrastructure expands, it will also underpin future quantum computing. He stresses the need for dedicated GPU environments to meet enterprises’ demands for performance, security, and compliance, especially for sensitive workloads like finance and pharma. Miglino explains that shared cloud models will remain viable, but dedicated compute offers control over cryptographic implementations and network segmentation—critical as quantum threats could compromise current public‑key systems. Axe Compute’s services, Axe Access and Axe Build, provide immediate, scalable dedicated GPU capacity without building on‑premises facilities.

💡 Dedicated compute gives firms the autonomy to safeguard data now and prepare for quantum‑resistant encryption, ensuring continuity of high‑stakes operations that cannot tolerate shared‑resource volatility.

androidcentral.com · Oct 29

Google preps more Connected Apps for users and new ways to build…

Google unveiled a Connected Apps Platform at its Android Dev Summit, entering preview for developers to integrate apps with Gemini and Search. The framework lets partners embed functionality into AI‑driven experiences, with a single integration point that reports traffic, latency and errors. Early participants include Adobe, Experian, Localiza, Peloton and Calm, which will appear in Search in the coming weeks after initial Gemini rollout. Developers must connect to a cloud‑hosted MCP server and pass Google’s review before choosing Gemini, Search, or both as distribution channels. The preview aims to give creators a “build once, reach high‑intent users” workflow while providing monitoring tools to maintain stability. Google expects an influx of Connected Apps for consumers shortly across its expanding AI ecosystem.

💡 By embedding third‑party services into Gemini and Search, Google transforms its AI assistants into a marketplace, giving developers direct access to high‑intent user interactions.

eurogamer.net · Oct 29

Epic Games further doubles down on gen-AI tools for Fortnite, Unreal Engine…

Epic Games announced that it is expanding its use of generative‑AI across its product lineup, including Fortnite, the Unreal Editor for Fortnite (UEFN) and the upcoming Unreal Engine 6. Executive vice president Marcus Wassmer told This Week In Video Games that AI now writes most of the code while engineers steer the tools, a process he calls “vibe‑coding.” The company says the approach will accelerate updates, reduce bugs and keep the engine within performance limits. Epic has already applied the technique to its launcher and to a Disney‑Marvel shooter project, and it is pushing back against industry calls for AI disclosure on platforms like Steam. Wassmer emphasized that moving slowly with AI poses a greater risk than confronting skepticism head‑on.

💡 By automating core development tasks, Epic could set a new efficiency benchmark that forces competitors to adopt similar AI‑driven pipelines or risk falling behind.