Microsoft (MSFT)-Backed OpenAI May Wait Until 2027 for IPO
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Microsoft (MSFT)-Backed OpenAI May Wait Until 2027 for IPO Jeff Lewis Sat, June 27, 2026 at 3:32 PM EDT 2 min read MSFT Microsoft Corporation (NASDAQ:MSFT) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years . On June 26, 2026, Microsoft Corporation (NASDAQ:MSFT)-backed OpenAI is leaning toward waiting until next year for its public listing, the New York Times' Rob Copeland and Mike Isaac reported, citing three people involved in the company's deliberations. OpenAI had tapped bankers and lawyers for an IPO previously intended for as soon as the third or fourth quarter of 2026. CEO Sam Altman had pushed advisers to find a path to a $1T valuation, according to the report. Also on June 26, Microsoft announced that, effective August 1, Xbox console prices worldwide will increase by $100 for 512 GB models and $150 for 1 TB models. Microsoft will also sunset its 2 TB model. The company said console storage and memory prices have increased by more than 2.5x and that it expects another doubling by the fall of 2027. Microsoft said the "current components crisis" is particularly difficult for consoles, since they are typically sold for less than their manufacturing cost. On June 25, PitchBook announced a new federated Copilot connector with Microsoft, bringing private capital market data into Microsoft 365 Copilot, including Copilot in Excel, Copilot Chat, and Researcher. Licensed users of Microsoft 365 Copilot and PitchBook can use the PitchBook Copilot agent in Microsoft 365 applications to surface insights, build models, summarize research, and create presentations. In Copilot in Excel, the connector lets finance teams build target lists, run diligence workflows, and screen investments using PitchBook's company profiles, deal histories, fund data, and analyst research. Microsoft Corporation (NASDAQ:MSFT) develops and supports software, services, devices, and solutions worldwide. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock . READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy . Disclosure: None. Follow Insider Monkey on Google News .
AI 시장 분석
NYT reported that OpenAI, supported by Microsoft, may postpone its IPO to 2027 instead of the originally expected H2 2026. Sam Altman had targeted a 1T 달러 valuation, but an adjustment to the timing of the listing has become inevitable. On the same day Microsoft raised Xbox console prices and announced discontinuation of the 2TB model, citing storage and memory prices that have already risen more than 2.5배 and are expected to climb further. Meanwhile, PitchBook's integration with Microsoft 365 Copilot is likely to expand AI usage within corporate data and workflows, driving cloud subscription revenue. Overall, the IPO delay burdens investment banks and public-market liquidity, while strengthening an MSFT-centered AI ecosystem and rising memory prices create opportunities for specific technology and semiconductor companies.
상승 영향
- AI — The OpenAI IPO delay extends its strategic alignment with Microsoft and increases integration and monetization opportunities for an MSFT-centered AI ecosystem, which is positive for large AI platforms.
- Cloud/Enterprise Software — PitchBook's integration with Microsoft 365 Copilot brings financial and private-market data into workflows, boosting Copilot adoption and subscription cloud revenue.
- Semiconductors (Memory/Storage) — A 2.5배 surge in storage and memory prices and prospects for further increases should boost revenue and profits for memory manufacturers such as 삼성·SK하이닉스·Micron.
하락 영향
- IPO/Investment Banks — The OpenAI IPO delay pushes out underwriting fees and liquidity-creating opportunities and prolongs a conservative tone in the IPO market, a near-term negative for investment banking.
- Console/Game Hardware — Xbox price increases and the discontinuation of the 2TB model raise consumer costs, likely weighing on console demand and sales and burdening hardware businesses.
- Game Software/Publishers — Console price increases reduce gamers' discretionary spending power and may act as a secondary headwind by slowing growth in game title and digital content sales.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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