Key Nvidia Supplier Warns AI Spending Slowdown May Trigger 'Vicious' Downturn For Chipmakers

Benzinga43minutes ago

“Forcing” users to use Copilot! Microsoft is doing everything for AI.

Recently, Microsoft has forcefully integrated its AI assistant Copilot into the Microsoft 365 Consumer subscription service in Australia and several Southeast Asian countries, while also raising subscription prices, causing dissatisfaction among some users. Analysts stated that Microsoft has been making huge investments in AI, and this move to bundle the AI assistant emphasizes its determination to profit from its AI investments.

wallstreetcn43minutes ago

ChatGPT experienced its second outage this month, and OpenAI stated that the issue originated from the "upstream supplier."

OpenAI stated that a large-scale outage began at 11 a.m. Eastern Time on the 26th. Microsoft, the exclusive Cloud Computing Service provider for OpenAI, reported on the same day that one of its Datacenters encountered "power issues," primarily affecting users in North America.

wallstreetcn17:59 ET

Microsoft's Options Frenzy: What You Need to Know

Benzinga15:45 ET

Future of Social Media Under Trump

Bloomberg14:32 ET

How difficult is it for OpenAI to achieve AGI? The profit target is 100 billion, and the transition to profitability also requires Teho Intl and Microsoft to overcome four major challenges.

According to the current agreement, OpenAI will not achieve AGI quickly. OpenAI previously anticipated a loss of 14 billion dollars in 2026, which is three times this year's loss, and it will not be until 2029 that it can achieve its first annual profit. It is unclear how the transformation will affect AGI's profit goals. Since October, media reports indicate that OpenAI and Microsoft have been negotiating structural changes, focusing on four issues: Microsoft's ownership in OpenAI, exclusive cloud supply, the duration of using OpenAI's intellectual property, and a 20% revenue share.

wallstreetcn13:33 ET