By Alex Sirois
Publication Date: 2026-10-02 13:45:00
Quick Read
Microsoft’s 27% OpenAI stake could be worth $324 billion if OpenAI IPOs near $1.2 trillion in 2027, currently unpriced by public markets.
Azure surpassed $100 billion annually, the commercial backlog hit $678 billion (up 84%), and Copilot crossed 30 million paid seats.
Capex surged 80% to $116 billion in fiscal 2026, but Amy Hood confirmed demand still exceeds supply and Microsoft stays free cash flow positive.
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I keep buying Microsoft (NASDAQ:MSFT), and every quarter gives me another reason to add more. The reason I bring up most at dinner is OpenAI. Microsoft owns roughly 27% of the company behind ChatGPT. That stake was valued at approximately $135 billion when the partnership was restructured. One day the stake will get a public price, and I want my shares in place before then.
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