Microsoft Reports $3.2 Billion Gain from Anthropic Investment Amid OpenAI Write-Down
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- TechCrunch
Microsoft's fiscal 2026 fourth-quarter earnings revealed a significant $3.2 billion gain from its investment in Anthropic, enhancing diluted earnings per share by 33 cents. This investment, made in November 2025, was part of a broader agreement involving a $30 billion purchase of Azure services by Anthropic.
In contrast, Microsoft's investment in OpenAI experienced a decline, with a $600 million write-down that reduced diluted earnings per share by 7 cents. Despite this setback, Microsoft's overall financial performance remained strong, reporting $90 billion in revenue and a net income of $35.8 billion for the quarter.
Looking ahead, Microsoft's OpenAI investment showed a $5 billion gain for the fiscal year, contributing $0.67 to earnings per share. The stark difference in quarterly gains between Anthropic and OpenAI highlights the evolving dynamics of AI investments and their impact on Microsoft's financial strategy. No further timeline was disclosed at the time of publication.
Original report
Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag
TechCrunch · Julie BortThis briefing is an independently written summary based on publicly available reporting and is provided for industry information and news discovery. The original report and source publication are credited and linked where applicable. RobotToday does not claim ownership of third-party source material.
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