Microsoft's position in the AI ecosystem

Tiger V
01-22 11:02

Microsoft $Microsoft(MSFT)$  recently announced updates to its partnership with OpenAI following OpenAI’s joint venture with Oracle and SoftBank Group to develop up to $500 billion worth of new AI data centers in the United States. This "Stargate" initiative, backed by President Trump, aims to solidify the U.S.'s leadership in AI innovation and leverages cutting-edge Nvidia chips. While OpenAI has been granted the ability to build additional capacity, primarily for research and model training, Microsoft retains its exclusivity in offering OpenAI's API, ensuring that Oracle cannot host OpenAI’s primary revenue streams.


Microsoft, along with Nvidia $NVIDIA Corp(NVDA)$  and Arm $ARM Holdings Ltd(ARM)$  , will serve as a technology partner for Stargate but will not hold an equity stake in the venture. Despite these changes, Microsoft emphasized that its core partnership with OpenAI remains intact through 2030, including revenue-sharing agreements, access to OpenAI’s IP, and exclusivity on APIs. Additionally, OpenAI has committed to a significant Azure investment, reinforcing Microsoft’s position as a key player in the AI ecosystem. This development showcases Microsoft’s adaptability while safeguarding its strategic AI initiatives.


$Microsoft(MSFT)$  

$NVIDIA(NVDA)$  

Stargate Questioned: Will You Enter AI Stocks Now?
Trump announced a new artificial intelligence infrastructure investment plan at the White House, named "Stargate." But the funding of project is questioned by many. ---------------- Will Trump's AI vision bring AI wave back? What's your target price for Nvidia? Will you enter AI stocks now?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Tiger_CashBoostAccount
    00:42
    Tiger_CashBoostAccount
    Congratulations on your succeed trades. It's wonderful to see your investments flourishing. Your focus on value investing is a winning strategy. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies.
    Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.
    Other helpful links:
  • AndreaClarissa
    01-22 11:32
    AndreaClarissa
    Exciting journey
Leave a comment
2
2