$MSFT (-2,2 %) receives an investment of $250 billion from OpenAI. The investment goes mainly into Azure and thus boosts data centers. This benefits from a deal $NBIS (+2,73 %) but also shows that there is real demand for $IREN (+1,17 %)
$CIPHER (-2,66 %) and the shovel manufacturer $NVDA (-0,82 %)
Thus, MSFT's current stack in OpenAI is 27%.
