tech
Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag
When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing.
TL;DR
- Microsoft recorded a $3.2 billion gain from its Anthropic investment in its fiscal 2026 fourth quarter.
- This gain increased diluted earnings per share by 33 cents.
- Microsoft's investment in OpenAI was marked down by about $600 million in the same quarter, reducing EPS by 7 cents.
- Microsoft owns approximately 27% of OpenAI.
- For the full fiscal year, the OpenAI investment generated a $5 billion gain.
- Microsoft reported $90 billion in revenue and $35.8 billion in net income for the quarter.