# Kalshi predicts Microsoft will say 'OpenAI'

Digest AI · Business & Funding · published 2026-10-28T04:00:00Z

Canonical: https://digestai.news/story/kalshi-predicts-microsoft-will-say-openai

## Summary

Microsoft Corp. reported its fiscal first‑quarter earnings after the bell, with analysts expecting earnings of about $4.72 per share on revenue near $90.7 billion, up roughly 17 % from a year earlier.

On Kalshi, traders are betting on which words CEO Satya Nadella and his team will say during the call. The prediction that Microsoft will say "OpenAI" leads the board at 96 %. Microsoft has committed $13 billion to the ChatGPT maker and owns roughly a quarter of the company. OpenAI has agreed to purchase an additional $250 billion in Azure cloud services.

Microsoft also plans to expand production of its own AI chips, claiming next‑generation chips could deliver 40 % more AI processing per unit of electricity than competing GPU systems. The company markets a $99‑a‑month "Frontier Suite" to businesses adopting AI tools and announced an expansion of its Sovereign Cloud service last week.

## Key points

- Kalshi predicts Microsoft will say "OpenAI" with 96 % probability
- Microsoft expects $4.72 EPS on $90.7 billion revenue, up 17 % YoY
- Microsoft committed $13 billion to OpenAI, owns roughly a quarter of the company

## Why it matters

Investor focus on Microsoft’s AI strategy highlights the importance of deep partnerships with OpenAI and Anthropic, and the push to build next‑generation chips, underscoring the growing role of AI infrastructure.

## Sources

1. [Microsoft Earnings Prediction Market Preview: What Will Satya Nadella Say?](https://finance.yahoo.com/markets/stocks/articles/microsoft-earnings-prediction-market-preview-143159320.html) (finance.yahoo.com, 2026-10-28)

Part of the developing story: [Tech Giants Battle For AI Chip Supremacy](https://digestai.news/thread/investors-watch-amd-google-and-amazon-challenge-nvidia-in-ai-chips) (3 stories)

## Cite

Digest AI, "Kalshi predicts Microsoft will say 'OpenAI'", 28 October 2026, https://digestai.news/story/kalshi-predicts-microsoft-will-say-openai

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