This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) climbed 1.34% to $513.89 at 10:45 a.m. ET on November 3, with a hefty AI spending commitment in focus. Anthropic's amended filing identifies at least $44.9 billion in commitments to Microsoft through June 2033, subject to contractual delivery and breach provisions. That gives investors a substantial demand figure to weigh, although the disclosure covers an existing arrangement amended during 2026. Warning! GuruFocus has detected 4 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator. The broader cloud business is already delivering big numbers. Microsoft's quarterly release reported $63.
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