Microsoft: The OpenAI Dependency Isn't As Significant As People Think

Microsoft's recent dip is a buying opportunity, driven by overblown concerns about AI competition and a lukewarm GPT-5 launch. Azure remains the growth leader, with Microsoft set to sustain 15%+ revenue growth and expanding margins. Microsoft's AI success isn't solely tied to OpenAI; Azure's model-agnostic approach and product ecosystem ensure continued outperformance and strong positioning against Amazon and Google.