Microsoft's CFO reported a 110% year-over-year increase in commercial remaining performance obligations (RPO) to $625 billion, with about 45% of this balance attributed to OpenAI. The RPO has a weighted average duration of approximately 2.5 years, with 25% expected to be recognized as revenue in the next 12 months (up 39% year-over-year) and the remainder increasing by 156% year-over-year.