Overview
- Microsoft shares trade more than 25% below their peak, marking the stock’s second-worst drawdown of the past decade.
- Yahoo Finance reports roughly $281 billion of Azure’s $625 billion remaining cloud backlog is linked to OpenAI.
- Microsoft plans to invest about $120 billion in AI infrastructure this year, elevating concerns if OpenAI’s trajectory weakens.
- The company has acknowledged it is building its own AI models to lessen reliance on its OpenAI partnership.
- OpenAI is reportedly seeking about $100 billion in fresh funding and has introduced new offerings such as Frontier and a new Codex model while acquiring OpenClaw.