Microsoft: Not Immune To The Risk Of Overbuilding [Seeking Alpha]
Microsoft Corporation (MSFT)
Last microsoft corporation earnings: 4/29 04:06 pm
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Source: Seeking Alpha
With a 27% interest in OpenAI's for-profit entity and the $250 billion deal announced in October 2025, Microsoft has one of the greatest exposures to OpenAI. Keeping in mind that OpenAI also announced a $300 billion deal with Oracle in September 2025, I wonder how a young and unprofitable start-up can honour deals of that size. Trading at a free cash flow yield below 3%, Microsoft's valuation takes into account its widely profitable and rapidly growing cloud business on top of its unparalleled access to capital. My 'Sell' rating reflects my personal views about where we are in the AI infrastructure cycle. With hundreds of billions flowing into the industry, the risk of overbuilding is real. lcva2/iStock Editorial via Getty Images Summary With one of the largest capital budgets in the AI industry, Microsoft ( MSFT ) is at the forefront of the historic AI infrastructure boom currently taking place. In line with other hyperscalers, Microsoft is highly This article was writ
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