微软在2026财年第四季度财报中披露了其AI投资的分化表现。1对Anthropic的投资在该季度产生了32亿美元的收益，提升每股稀释收益33美分。1相比之下，微软对OpenAI的投资同期出现约6亿美元的下降，拖累每股稀释收益约7美分。1
微软持有OpenAI约27%的股份。1尽管本季度OpenAI投资承压，但微软全年从该投资获得50亿美元收益，贡献每股收益0.67美元。1微软2025年11月宣布向Anthropic投资50亿美元，同时Anthropic承诺购买300亿美元的Azure云服务。1整个2026财年，微软营收达3318亿美元，净利润为1337亿美元。1
Microsoft reported a $3.2 billion gain from its Anthropic investment in the fourth quarter of fiscal year 2026, contributing 33 cents to diluted earnings per share 1. The company's stake in OpenAI, by contrast, declined by approximately $600 million during the same period, reducing diluted earnings per share by around 7 cents 1. Microsoft owns roughly 27 percent of OpenAI 1.
The divergent performance reflects Microsoft's expanded commitment to Anthropic following a $5 billion investment in November 2025, under which Anthropic agreed to purchase $30 billion in Azure services 1. For the full fiscal year 2026, Microsoft's OpenAI investment generated $5 billion in gains, contributing $0.67 per share to earnings 1. Microsoft posted quarterly revenue of $90 billion with net income of $358 billion in Q4, and full-year 2026 revenue reached $331.8 billion with net income of $133.7 billion 1.
评论
还没有评论，欢迎留下第一条。