Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag
Microsoft’s Anthropic stake added 33 cents to quarterly EPS, while OpenAI took 7 cents off.
Microsoft recorded a $3.2 billion quarterly gain on its Anthropic investment after putting $5 billion into the company in 2025. Its OpenAI stake was marked down by about $600 million for the same quarter, though Microsoft said OpenAI still produced a $5 billion gain for the full fiscal year. The piece notes the contrast because Microsoft does not routinely update Anthropic’s valuation, but chose to disclose this one. TechCrunch AI's note
Microsoft recorded a $3.2 billion quarterly gain on its Anthropic investment after putting $5 billion into the company in 2025. Its OpenAI stake was marked down by about $600 million for the same quarter, though Microsoft said OpenAI still produced a $5 billion gain for the full fiscal year. The piece notes the contrast because Microsoft does not routinely update Anthropic’s valuation, but chose to disclose this one. TechCrunch AI's note
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