---
title: "Bill Gates Told Satya Nadella 'You're Going To Burn This Billion Dollars' By Investing In OpenAI — But Microsoft's Bet Became A 100-Bagger"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/263208570.md"
description: "Bill Gates warned Satya Nadella about Microsoft's $1 billion investment in OpenAI, but it has turned into a $135 billion stake. Microsoft now owns 27% of OpenAI Group Public Benefit Corporation, solidifying its partnership with exclusive rights to its intellectual property. The collaboration began in 2016 and has evolved significantly, with OpenAI committing to purchase $250 billion in Azure services. Analysts expect Microsoft to continue expanding its AI infrastructure strategically, with strong investor confidence reflected in its high growth ranking."
datetime: "2025-10-29T04:04:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/263208570.md)
  - [en](https://longbridge.com/en/news/263208570.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/263208570.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/263208570.md) | [繁體中文](https://longbridge.com/zh-HK/news/263208570.md)


# Bill Gates Told Satya Nadella 'You're Going To Burn This Billion Dollars' By Investing In OpenAI — But Microsoft's Bet Became A 100-Bagger

When **Bill Gates** cautioned **Satya Nadella** that **Microsoft Corporation's** (NASDAQ:MSFT) $1 billion **OpenAI** investment could go up in flames, few could have imagined it would turn into a $135 billion stake.

## **From Lighting Money On Fire To A $135 Billion Win**

Microsoft shares climbed nearly 2% Tuesday after the company unveiled a new chapter in its partnership with OpenAI, converting its stake into a 27% ownership in OpenAI Group Public Benefit Corporation valued at roughly $135 billion.

The move cements Microsoft's status as OpenAI's frontier model partner, with exclusive rights to its intellectual property and **Azure API** until artificial general intelligence is independently verified.

Following the announcement, Nadella spoke about the partnership and how it didn't start with confidence. During an appearance on The TBPN Show, Nadella recalled a blunt remark from Microsoft co-founder Gates.

"I think you know Bill even said ‘you’re going to burn this billion dollars,'" Nadella recalled, adding, "We kind of had a little bit of high risk tolerance."

## **How Microsoft's Partnership With OpenAI Evolved**

Nadella said his relationship with OpenAI CEO **Sam Altman** dates back to 2016, when OpenAI first began using Microsoft's Azure cloud.

"I think Elon \[Musk\] sent me the email asking for Azure credits," Nadella noted. "That's how it got started."

The collaboration gained momentum in 2019 when Altman approached Microsoft about scaling AI research. He said that the tech giant has always been obsessed with natural language since the early days of Microsoft Research.

"When Sam said ‘hey we’re going to go take a run you ought to be on it' that’s sort of what led to really coming together on this," Nadella said.

## **Microsoft Extends AI Leadership Ahead of Earnings**

Under the new deal, OpenAI has committed to purchasing an additional $250 billion in Azure cloud services, while Microsoft's intellectual property rights have been extended through 2032.

With its next earnings report due Oct. 29, analysts like **Bank of America's Brad Sills** expect Microsoft to continue expanding AI infrastructure through a strategic and measured approach — prioritizing scalable growth and energy self-reliance.

**Benzinga's Edge Stock Rankings** place MSFT in the 97th percentile for Growth, underscoring its solid long-term fundamentals and strong investor confidence. Click here to see how it compares with its peers.

-   **After Google’s $2.7B Acquisition Of Founders And Staff, This AI Startup Abandons Large Language Model Plans And Shifts Focus Away From Chatbots**

**_Disclaimer:_** _This content was partially produced with the help of_ _Benzinga Neuro_ _and was reviewed and published by Benzinga editors._

_Photo courtesy: Alexandros Michailidis / Shutterstock.com  
_

### 相关股票

- [Microsoft (MSFT.US)](https://longbridge.com/zh-CN/quote/MSFT.US.md)
- [OpenAI (OpenAI.NA)](https://longbridge.com/zh-CN/quote/OpenAI.NA.md)
- [GraniteShares 2x Long MSFT Daily ETF (MSFL.US)](https://longbridge.com/zh-CN/quote/MSFL.US.md)
- [YieldMax MSFT Option Income Strategy ETF (MSFO.US)](https://longbridge.com/zh-CN/quote/MSFO.US.md)
- [Direxion Daily MSFT Bear 1x Shares (MSFD.US)](https://longbridge.com/zh-CN/quote/MSFD.US.md)
- [Direxion Daily MSFT Bull 2X Shares (MSFU.US)](https://longbridge.com/zh-CN/quote/MSFU.US.md)
- [T-Rex 2X Long Microsoft Daily Target ETF (MSFX.US)](https://longbridge.com/zh-CN/quote/MSFX.US.md)
- [Kurv Yield Premium Strategy Microsoft MSFT ETF (MSFY.US)](https://longbridge.com/zh-CN/quote/MSFY.US.md)

## 相关资讯与研究

- [Spinnaker Investment Group LLC Sells 9,263 Shares of Microsoft Corporation $MSFT](https://longbridge.com/zh-CN/news/281334447.md)
- [ROI-Does the AI business model have a fatal flaw?: Joachim Klement](https://longbridge.com/zh-CN/news/281309369.md)
- [LIVE MARKETS-AI fears put Microsoft on track for worst quarter since 2008](https://longbridge.com/zh-CN/news/281048123.md)
- [TSMC faces broad 3nm capacity shortage, fueling supply chain battle](https://longbridge.com/zh-CN/news/280962010.md)
- [Eightco Reports $326M Total Holdings Including 277.2M Worldcoin, $90M OpenAI Stake](https://longbridge.com/zh-CN/news/281191320.md)