Barclays: "AI splurges" are due to the big players' fear of missing out, and some will withdraw next year, but the industry will still be in its early stages in the long term.
Barclays pointed out that the "FOMO" (fear of missing out) emotion was fully displayed in the 2000 internet bubble and history may be repeating itself in today's AI field.
Is the relationship entering a new stage? Microsoft officially lists OpenAI as a competitor.
An OpenAI spokesperson said that there has been no change in the relationship between the two companies, and their partnership was built on a foundation of competition. "Microsoft is still a good partner of OpenAI."
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