$MSFT (-1,06%) 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 (+5,56%) but also shows that there is real demand for $IREN (+7,83%)
$CIPHER (+10,26%) and the shovel manufacturer $NVDA (+2,01%)
Thus, MSFT's current stack in OpenAI is 27%.
