- Microsoft holds a large stake in OpenAI after a multibillion-dollar investment and strategic tie. Traders note MSFT’s valuation exposure to OpenAI could exceed $200 billion as OpenAI’s value climbs.1
- MSFT edged up as Microsoft forecasts 2025 sales of $304.8B; Intelligent Cloud is ~20% of revenue. Analysts see ~25% annual growth for Intelligent Cloud over two years; earnings estimates rose.2
- Microsoft plans a ~1,000‑acre Abilene, Texas data center campus, scalable to ~2 GW, to support Azure AI workloads as part of its Stargate Project.3