July 31st.MicrosoftConfirmed in the latest financial season, held Anthropic shareholdingsThis resulted in an increase of $0.33 per share after amortization of $3.2 billion. Microsoft invested $5 billion last year in Anthropic, which also committed to purchase $30 billion in Azure services。
In the same quarter, Microsoft put OpenAI The downward adjustment in the value of investments was approximately $600 million, resulting in a decrease of about $0.07 per share. Microsoft holds an interest in the OpenAI approximately 27%, in addition to the share and cloud service income from cooperation。
Two accounting treatments showed that Microsoft was betting on competing model companies at the same time, but the returns were not synchronized. The increase in the valuation of Anthropic went directly into current earnings, while the high cost expansion of OpenAI continued to affect Microsoft ' s investment gains and losses。