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Microsoft's AI advantage isn't all about OpenAI — and Wall Street loves it [Yahoo! Finance Canada]
Last microsoft corporation earnings: 4/29 04:06 pm
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US:NASDAQ Investor Relations: microsoft.com/en-us/investor
be deeply intertwined, but Wall Street thinks the real story is how the former has begun to dance in the surging world of AI all by itself. And that could put the 50-year-old tech icon, known for its Windows operating system, Azure cloud services, and, more recently, Copilot chatbot, in a prime position to add trillions to its market cap over the next decade. "Microsoft will be at a $5 trillion market cap in 2026 as the AI revolution hits its next stage of growth," Wedbush tech analyst Dan Ives told Yahoo Finance. Microsoft's current market cap : $3.59 trillion. While Microsoft's $5 trillion train is on track, its most critical passenger remains OpenAI. "We've seen ... a lot of the ecosystem really start to move towards us to help us create this future," OpenAI CFO Sarah Friar exclusively told Yahoo Finance Executive Editor Brian Sozzi (video above). She added that to meet high compute demand, which she said is the "foundation" that will power the next era of AI, the company
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