The Math Behind Microsoft's AI Boom Doesn't Add Up--And Investors Are Finally Noticing
... AI story. Nearly half of Microsoft's backlog is tied to OpenAI, exposing the company to real risks . Microsoft's home-grown AI products have anemic ...
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- Topics
- Markets & Investment
- Mentions
- MicrosoftOpenAI
- Tracked via
- “AI Risks”
Same story, other outlets
- The Math Behind Microsoft's AI Boom Doesn't Add Up--And Investors Are Finally Noticing Yahoo Finance · Feb 01, 2026