$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 (-3,19%) and the shovel manufacturer $NVDA (-0,82%)
Thus, MSFT's current stack in OpenAI is 27%.
