It is yet to be seen if MSFT has actually gained a benefit. Maybe from marketing perspective it has insane potential to print big bucks, but it is a bit too soon to announce that the efforts to deliver Copilot (all tools+agents) far and wide was/is successful.

We'll get a definitive answer in a few years. Til then, OpenAI benefits from the $ value from their end of products, MSFT eats the compute costs, but also gets a stock bump.