By Simply Wall St
Publication Date: 2026-03-26 17:04:00
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OpenAI has highlighted its heavy reliance on Microsoft as a key business risk as it prepares for a potential IPO.
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The company is working to diversify its partnerships, including new cloud collaborations with Amazon and Oracle.
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Reports suggest tension around a reported $50b OpenAI AWS cloud deal, with Microsoft reportedly weighing legal options.
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Nearly half of Microsoft’s commercial AI backlog is tied to OpenAI, putting fresh attention on the durability of this partnership.
Microsoft (NasdaqGS: MSFT) sits at a share price of $371.04, with returns of 33.7% over 3 years and 59.6% over 5 years, even as the stock shows a 4.6% decline over both the past week and past month and a 21.5% decline year to date. Those numbers frame why any sign of strain in a core AI partnership matters, because AI is a key pillar in how many investors now think about Microsoft’s long…
