Microsoft's AI portfolio: $2.09T across 15 startups, Anthropic ($965B) beats OpenAI
TansuYegen · x · 2026-10-27
An infographic maps Microsoft and its venture fund M12's stakes in 15 private AI companies worth a combined $2.09T, 87% of it in two labs: Anthropic leads at $965B (up to $5B committed), ahead of OpenAI at $852B (25% stake worth $213B).
Other holdings:
- Databricks $190B (up 69x since 2019)
- Figure AI $39B (up 15x since 2024)
- Mistral $24.4B, Wayve $8.6B
- The rest span AI chips (d-Matrix, Gimlet Labs), voice agents (Vapi), humanoids, and self-driving, mostly via M12
Also noted: unpriced bets Inflection AI ($650M paid for license + hires) and G42, plus collapsed bets — GM Cruise ($800M write-down), Builder.ai (insolvent), Humane ($116M sale to HP).
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