Take the direction of the new artificial intelligence the Internet through the storm, at least the large technology giant stands at least for the killing.
Last week, Openai Chatgpt-4O was released, A promotional photo generator in which users accumulated to create pictures in Studio Ghibli Style. This trend helps fuel a standard height in users, to the extent that Openai is struggling to keep up with it.
Brent Thuil’s Jeffrez analysts said in a memo on Tuesday that the increase in Chatgpt users will benefit Microsoft because Spike enhances Openai’s growth and computing and evaluation needs.
Microsoft is a major investor in the artificial intelligence company and its primary cloud provider. The company also merges large language models in Openai in its products. Last week, CEO of Microsoft, Satya Nadella, He said The company may build its ability to artificial intelligence to complete its partnership with Openai.
Analysts wrote: “We will collect that increasing the growth of a Chatgpt user most likely indicates increased Chatgpt+ growth, that is, the growth of the revenue for Openai,” the analysts wrote.
Analysts also described the Openai’s financing round as useful for Microsoft. On Monday, Openai announced that it had closed the largest special technical financing round. The company raised $ 40 billion in Softbank and other investors, amounting to the company’s evaluation of $ 300 billion. The value of the ChatGPT maker reached the last $ 157 billion in October.
Jefferies has a purchase rating on Microsoft and a price goal of $ 500. The stock was closed at $ 382 on Tuesday. 9.3 % decreased last year.
Chatgpt record use
Chatgpt has become a familiar name since its launch in November 2022, but the direction of animation last week sent the request.
On Monday, CEO of Openai Sam Altman Books on x Chatgpt has just added one million users in the past hour. At all two years ago, it took five days to reach this number of users.
Last week, downloading weekly applications for ChatGPT, weekly users, revenues from subscriptions, and within the application have reached the highest levels ever-which increased by 11 %, 5 % and 6 %, respectively, respectively in the week-according to data from Market Intelligence Sensortower.
Besides Microsoft, the producers of graphic processing units benefit from the noise ghibli. Nvidia, AMD and Intel are the largest GPU.
“Work as quickly as we can get it really. If anyone has a GPU capacity in cutting 100,000 pieces, we can get a connection as soon as possible, please call!” Altman wrote on X on Tuesday. , Altman wrote on x on Tuesday.
Jefferies said that few sellers can provide this many capacity and estimate that any deal with Openai can bring one billion to two billion dollars annually to the graphics processing unit provider.