Microsoft (NasdaqGS:MSFT) partner OpenAI is reportedly seeking a valuation above US$1.2 trillion in a new funding round. The AI group is forecast to burn roughly US$278 billion in cash as it scales infrastructure and product development with Microsoft support. The prospective deal would reinforce OpenAI's role inside Microsoft's broader AI ecosystem, from Azure infrastructure to Copilot branded services. OpenAI's push for a US$1.2 trillion valuation and heavy cash burn is important, but it should not dominate your Microsoft view. Check out 1 warning sign that Microsoft investors should know about. For readers who want to explore other ways to get exposure to the picks-and-shovels behind generative AI, start with 86 AI infrastructure stocks.
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