By Simply Wall St
Publication Date: 2026-03-26 17:04:00
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge.
OpenAI has highlighted its heavy reliance on Microsoft as a key business risk as it prepares for a potential IPO.
The company is working to diversify its partnerships, including new cloud collaborations with Amazon and Oracle.
Reports suggest tension around a reported $50b OpenAI AWS cloud deal, with Microsoft reportedly weighing legal options.
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…
