Microsoft's $135B OpenAI Stake (What It Means)
After investing $13 billion, Microsoft now owns a piece worth 10x that amount—and they're not selling
Microsoft owns 27% of OpenAI at the current $500 billion valuation. That stake is worth $135 billion—more than 10 times what they invested. Let that sink in for a moment.
Now OpenAI is preparing to go public with a target valuation of $1 trillion. If they hit that number, Microsoft’s stake would be worth $270 billion. The smart money is clearly positioned—but there’s a window for retail investors too. Access the full story now.
-Christopher
P.S.: Secondary market platforms are showing aggressive institutional buying at $500B—before the IPO even launches. Make sure you read this before it’s too late.
The 10x paper gain on OpenAI looks impressive until you realize Microsoft may never be able to liquidate that stake without triggering antitrust reviews or tanking the valuation. That $135B is real on spreadsheets but phantom in practice, especially given how OpenAI's non profit structure complicates equity ownership. The bigger question is whether Azure's compute revenue from OpenAI workloads justifies the investment even if the equity stake becomes unmonetizeable.