By Khac Phu Nguyen
Publication Date: 2026-11-03 18:09:00
This article first appeared on GuruFocus.
Microsoft (NASDAQ:MSFT) climbed 1.34% to $513.89 at 10:45 a.m. ET on November 3, with a hefty AI spending commitment in focus. Anthropic’s amended filing identifies at least $44.9 billion in commitments to Microsoft through June 2033, subject to contractual delivery and breach provisions. That gives investors a substantial demand figure to weigh, although the disclosure covers an existing arrangement amended during 2026.
The broader cloud business is already delivering big numbers. Microsoft’s quarterly release reported $63.9 billion in Microsoft Cloud revenue and 48% Azure growth, with cloud accounting for roughly 69% of total quarterly revenue of $92.3 billion. Those figures span Microsoft’s operations and cannot be credited solely to Anthropic. Meanwhile, Reuters reported that the AI developer’s amended filing drew attention to its computing commitments and infrastructure financing.
The…
