STORY · SELSKAPER_
Microsoft reports $3.2 billion gain from Anthropic investment, but OpenAI delivered mixed results
Microsoft reported a $3.2 billion gain from its Anthropic investment in the fourth quarter of fiscal year 2026, which increased earnings per share by 33 cents. At the same time, the company wrote down its OpenAI investment by approximately $600 million for the quarter, though the annual gain on the OpenAI investment was significantly larger at $5 billion.
WHY IT MATTERS
This shows how Microsoft's two competing AI investments have had vastly different value trajectories, and illustrates the market's rapidly shifting assessment of rival AI labs. Microsoft's willingness to disclose these figures underscores the strategic importance of its AI position.
SOURCES
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