When OpenAI announced last week the end of its drawn-out corporate restructuring, one of the freedoms the company had managed to negotiate for itself was the ability to more easily sign cloud contracts with Microsoft’s competitors. With the new agreement in place, the company waived its first right of refusal to be OpenAI’s compute provider. OpenAI is wasting no time taking advantage of that freedom. On Monday, Amazon announced a new multi-year, $38 billion cloud partnership with OpenAI. “Starting immedia ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. When Bill Gates cautioned Satya Nadella that Microsoft Corporation's (NASDAQ:MSFT) $1 billion OpenAI investment could go up in flames, few could have imagined it would turn into a $135 billion stake. From Lighting Money On Fire To A $135 Billion Win Microsoft shares climbed nearly 2% Tuesday after the company unveiled a new chapter in its partnership with OpenAI, converting its stake into a 27% ownership i ...

“We’re finally almost just Normal Co., what I’ve been calling it internally,” OpenAI Chief Financial Officer Sarah Friar said in an on-stage interview Wednesday at a conference in Riyadh. The moves announced this week allow OpenAI to “continue to raise capital in a much less complex way,” she said.To finance that, OpenAI will need to raise unprecedented amounts of capital through venture funding, debt and an eventual public offering, the last of which Altman said remains the most likely path for the company ...

OpenAI has completed its restructuring, pushing longtime benefactor Microsoft’s valuation north of $4 trillion.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The artificial intelligence (AI) startup announced Tues ...

公司重组与股权结构 - OpenAI完成重大重组，在非营利基金会保持控制权的同时，可作为营利性企业运营[1] - 新结构解决了公司为发展AI技术筹集巨额资金的不确定性，使其融资更具灵活性[1] - OpenAI非营利基金会持有26%股份，价值约1300亿美元，成为全球最富有的慈善机构之一[2] - 微软持有27%股份，价值1350亿美元，自2019年起已向OpenAI投资超过130亿美元[2] - 其余47%股份由其他投资者和员工持有[2] - 公司目前估值为5000亿美元[1] 公司治理与战略合作 - 公司表示，OpenAI作为企业越成功，非营利基金会的股权价值就越高，其将利用这些资金支持慈善事业[3] - 根据协议，微软将保留OpenAI模型和产品的知识产权至2032年[4] - 任何关于实现通用人工智能（AGI）的声明必须由独立专家小组审查[4] - 首席执行官Sam Altman在重组后的公司中将不持有股权[3] 合作伙伴展望 - 微软表示，在此合作伙伴关系的新篇章中，两家公司比以往更有能力继续开发满足现实需求的产品，并为每个人和企业创造新机遇[5] - 微软计划于周三市场收盘后公布第一季度财报[5]

BREAKING: Stocks Rumble Higher As PayPal, UnitedHealth Rally Microsoft stock is on two IBD stock lists: Long-Term Leaders and Tech Leaders. Follow Patrick Seitz on X at @IBD_PSeitz for more stories on consumer technology, software and semiconductor stocks. YOU MAY ALSO LIKE: Qualcomm Enters AI Data Center Market, Signs Humain As First Customer Microsoft (MSFT) stock jumped on Tuesday after the software giant reached a deal with OpenAI that values its stake in the artificial intelligence firm at $135 billio ...

OpenAI on Tuesday said it had completed its recapitalization, splitting the AI lab into a for-profit corporation nested inside a non-profit foundation. It’s the end result of a complex legal process that had been strenuously resisted by its estranged co-founder, Elon Musk. Under the new structure, the non-profit OpenAI Foundation will have legal control over a public benefit corporation called OpenAI Group, which is free to raise funding or acquire companies without legal restraint. The Foundation will h ...

This just crossing the wire. A new deal in pact between Microsoft and open air. It's a new stake in open air p, b, c.What does that mean. Well, joining us is Bloomberg Tech co-host Caroline Hyde. And, Caroline, with these new agreements, first of all, Microsoft immediately jumping on this news.But I just look through the headlines and I'm going to be honest, a lot of it is like a foreign language to me, but it just show that the two are coming closer together. What exactly is this. We knew that a memorandum ...

文章核心观点 - 对冲基金Appaloosa Management近期进行投资组合调整，其投资组合的37%集中于四只大型科技股 [2][5] - 基金经理David Tepper看好大型科技公司，特别是那些能从生成式AI浪潮中受益的公司 [3][5] - 投资策略包括减持部分半导体巨头，同时增持中国股票如阿里巴巴，以寻找深度价值机会 [2][7] 主要持仓股票分析 - **阿里巴巴**：为基金最大持仓，占投资组合权重略高于12%，该股年内涨幅超过50%，但较历史高点仍低63% [6][7] - **亚马逊**：为基金第二大持仓，占投资组合权重10.9%，公司近期推出全自动供应链等AI创新，据摩根士丹利估计可通过裁员节省30亿美元 [8][9] - **微软**：为基金第三大持仓，占投资组合权重8.6%，这家3万亿美元市值的公司加大对AI领域的投入，包括对OpenAI的重大投资 [10][11] - **Meta Platforms**：为基金第四大持仓，占投资组合权重7.6%，该公司股价刚创历史新高，追踪市盈率为29.8倍 [12][13] 行业趋势与投资主题 - 投资组合高度集中于大型科技股，包括“七巨头”中的多只股票，预期这些公司将从AI发展中受益 [3][4] - “工业AI”和“实体AI”浪潮兴起，重点关注AI创新带来的生产效率提升及其对季度业绩的贡献 [8][9] - 尽管部分科技巨头股价上涨后动能减弱，但大型公司仍被看好能在下一波AI浪潮中继续领先 [5]

公司股价与市场表现 - 公司股价近期交易价格约为350美元，华尔街分析师德意志银行的Ross Seymore将其目标价从350美元上调至400美元，并维持“买入”评级 [3] - 公司股价在最新Benzinga Edge股票排名中动量排名飙升至第92.16百分位，表明其相对价格强度和跨时间框架的波动性激增，进入前10%的股票行列 [1][2] - 公司股价年初至今上涨50.59%，过去一年上涨94.08%，尽管上周五收盘下跌1.36%至349.33美元 [6] 公司业务与战略合作 - 公司与OpenAI于10月13日宣布达成重磅合作，将共同开发10吉瓦定制AI加速器，并利用公司的以太网连接解决方案进行扩展，以满足全球爆炸性增长的AI需求 [4] - 公司首席执行官Hock Tan称此次合作为追求通用人工智能的关键时刻，并预测AI可能通过知识密集型产业使全球GDP每年增加10万亿美元，占110万亿美元经济总量的30%至40% [5] - 公司从依赖传统商品化网络和存储芯片，转向软件驱动的专用集成电路，这使其成为一个被低估的AI受益者，超越了热门的GPU领域 [6] 公司财务与排名指标 - 公司在Benzinga排名中的质量得分高达91.55，反映了其卓越的运营效率和相对于同行的财务健康状况 [7] - 公司的增长排名处于第34.51百分位，突出了其盈利和收入扩张潜力，而价值排名较低，仅为5.57 [7] - 公司的价格趋势在短期、中期和长期均显示积极信号 [7]