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January 29, 2026, 1:08 AM EST. Microsoft says OpenAI accounts for about 45% of the Azure cloud backlog, a measure of unfilled customer demand. The disclosure, coming from Microsoft executives, underscores the partnership's scale and OpenAI's role in Azure growth. Backlog tracks orders for cloud services not yet delivered; the figure reflects demand tied to OpenAI-powered offerings. The company has integrated OpenAI technologies into its cloud stack, branding Azure as the platform for enterprise AI services. The update highlights how the joint effort is shaping Microsoft's cloud strategy amid a broader shift to AI-enabled workloads.