Microsoft Pushes In-House AI, Copilot Hits 20M Seats, Nebius GPU Deal
MSFT is trading near its 52-week low of $349.2 (12% above the low).
Summary
Microsoft is aggressively pivoting its AI strategy, directing sales to promote in-house models over OpenAI and competitors across Azure, Microsoft 365, and Copilot. Copilot adoption has surged past 20 million paid seats, signaling strong enterprise demand. A five-year, up to $19.4 billion GPU deal with Nebius secures massive compute capacity for AI expansion. These moves follow the restructured OpenAI partnership and underscore Microsoft's push for AI independence and scale. A class action lawsuit over Azure and Copilot disclosures adds legal risk, while analyst targets diverge—Evercore raised to $525, Wells Fargo cut to $625. The in-house AI push and Copilot traction are material for the investment thesis.
At the time of this announcement, MSFT was trading at $392.00 on NASDAQ in the Technology sector, with a market capitalization of approximately $2.9T. The 52-week trading range was $349.20 to $555.45. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Wiseek News.