Microsoft’s commercial remaining performance obligation (RPO) has reached $625 billion — up 110% year-over-year. But buried in that number is a concentration risk: approximately 45% comes from OpenAI.
Can Microsoft grow the diversified portion fast enough to offset potential OpenAI independence? The 28% growth in non-OpenAI RPO suggests yes — but the race is on.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
