Core Viewpoint - Microsoft (MSFT) is positioned to generate significant revenue from leading artificial intelligence startups, making its stock an attractive buy for investors seeking exposure to AI and Big Tech [1] Financial Performance - Microsoft has a market capitalization of $3.5 trillion, with a forward price-earnings ratio of 29.8 times and a trailing P/E ratio just under 33 times [2] - In the fiscal first quarter ending September, Microsoft's revenue increased by 18% year-over-year to $77.7 billion, while operating income rose by 24% to $38 billion [2] Investment Opportunities - The Relative Strength Index for MSFT was recorded at 32 as of November 25, indicating potential for significant long-term price appreciation [3] Strategic Partnerships - Microsoft has entered a major deal with Anthropic and Nvidia, where Anthropic will invest $30 billion in Microsoft's compute capacity and acquire up to 1 gigawatt of computing power [4] - Nvidia will invest up to $10 billion in Anthropic, while Microsoft will provide up to $5 billion [4] - This partnership is expected to enhance revenue streams for Microsoft's Azure cloud unit, which saw a 40% year-over-year increase in sales from Azure and other cloud services in Q1 [4]