Microsoft’s Restructured OpenAI Deal Removes Key Hurdle for MSFT Stock
Microsoft's revised agreement with OpenAI has drawn bullish reactions from Wall Street, with Morgan Stanley and Evercore ISI highlighting the removal of a major obstacle for MSFT shares. The restructured deal transitions OpenAI into a public benefit corporation, enabling greater capital flexibility while securing Microsoft's 27% stake valued at $135 billion.
The partnership includes $250 billion in incremental Azure cloud service purchases by OpenAI and grants Microsoft exclusive IP and API rights until 2032 or until artificial general intelligence (AGI) is achieved. Analysts view the terms as a strategic reinforcement of Microsoft's AI leadership position.