Microsoft’s AI Spending And OpenAI Reliance Shift Cloud Valuation Story
unknown📝 Article Content
Microsoft (NasdaqGS:MSFT) is ramping up AI infrastructure spending, including the launch of its Maia 200 chip, alongside a $750m Azure deal with AI search firm Perplexity. Investors are questioning the concentration of risk tied to OpenAI, which now accounts for nearly half of Microsoft’s cloud backlog. Despite strong reported financials, Microsoft’s stock saw its steepest one day drop in years, with the share price now at $430.29. Adoption of Microsoft’s own enterprise AI products is still...
📄 Summary
Microsoft (NasdaqGS:MSFT) is ramping up AI infrastructure spending, including the launch of its Maia 200 chip, alongside a $750m Azure deal with AI search firm Perplexity. Investors are questioning the concentration of risk tied to OpenAI, which now accounts for nearly half of Microsoft’s cloud backlog. Despite strong reported financials, Microsoft’s stock saw its steepest one day drop in years, with the share price now at $430.29. Adoption of Microsoft’s own enterprise AI products is still...