Microsoft to Unveil Maia 300 Chip, OpenAI Deal Sweetened, $41B Capex Spent
MSFT sits 45% above its 52-week low of $349.2.
Summary
Microsoft is set to unveil its next-gen Maia 300 AI accelerator and is negotiating with TSMC for over 300,000 chips in 2027, targeting more than 1 million long-term. This signals a major push to reduce reliance on external AI silicon. Separately, the April 2026 OpenAI deal restructuring removed a prior 20% revenue share, allowing Microsoft to retain more cloud revenue from the partnership. The company spent $41 billion in capex last quarter while generating $19.6 billion in free cash flow, demonstrating both heavy AI infrastructure investment and strong cash generation. Future lease obligations surged 255% to $329.1 billion, implying mid-teens annual lease expense growth through 2033. These developments follow a year of massive AI spending and a 24% year-to-date stock decline, adding concrete product and financial details that could shift sentiment.
At the time of this announcement, MSFT was trading at $505.33 on NASDAQ in the Technology sector, with a market capitalization of approximately $3.8T. The 52-week trading range was $349.20 to $553.72. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Wiseek News.