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News  ›  Benzinga

Microsoft's New OpenAI Deal Could Be Its Smartest AI Move Yet

Benzinga Logo Benzinga By Akanksha Bakshi
Microsoft's New OpenAI Deal Could Be Its Smartest AI Move Yet

Microsoft strengthened its partnership with OpenAI, securing a 27% stake and a $250 billion Azure compute services commitment, which analysts view as a strategic move to solidify its AI infrastructure leadership.

Insights
JPMpK   positive

Added $50 billion buyback effort and benefiting from Federal Reserve's flexible shareholder reward policies


MSFT   positive

Analysts from Goldman Sachs and Bank of America reiterated Buy ratings, praising the deal's potential for long-term cloud revenue growth and AI infrastructure dominance