Microsoft’s stock rose 1.77%, closing at $509.90, despite OpenAI’s plan to drastically lower its revenue share for partners, including Microsoft, from 20% to 8% by 2030. This shift, aimed at potentially unlocking over $50 billion for OpenAI, underscores structural challenges as the company transitions from its nonprofit roots towards a profit-driven model. Microsoft’s initial $1 billion investment in OpenAI has already paid off significantly, generating around $13 billion through products like Copilot and Azure AI services. Analysts remain optimistic, viewing Microsoft as a leader in the AI landscape, bolstered by its strong integration of AI across its offerings. Even with reduced revenue sharing, Microsoft’s strategic positioning in cloud computing and enterprise software may enhance its growth. The market demonstrates confidence in Microsoft’s long-term AI prospects, indicating that the changing terms with OpenAI won’t derail its positive momentum.
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