A new AI trend has taken the internet to storm, and at least a great technological giant is keen to make murder.
Last week, Openai deployed the Chatppt-4o, An upgraded image generator in which users stood up to create images in the Ghibli studio style from the Japanese animation company. The trend helps fuel a recording peak in users, so much so that Optai has trouble following.
The elevation of Chatgpt users would benefit Microsoft because the peak increases the growth of Openai, computer needs and evaluation, Jefferies analysts said by Brent Thill in a note on Tuesday.
Microsoft is a major investor in the artificial intelligence company and its main cloud supplier. The company also incorporates the major OpenAi language models in its products. Last week, Microsoft CEO Satya Nadella said that the company could develop its own generative AI capacity to complete its partnership with Openai.
“We are glanning that the growth of the Chatgpt user probably indicates growth in Chatppt + growth in IE for OPENAI,” analysts wrote.
Analysts also praised the last Tour of OpenAI funding as a beneficial for Microsoft. On Monday, Openai announced that it closed the largest private technological financing round ever recorded. The company has raised $ 40 billion in softbank and other investors, bringing the company’s assessment to $ 300 billion. The chatgpt manufacturer was last time at $ 157 billion in October.
Jefferies has a purchase rating on Microsoft and a price goal of $ 500. The action closed $ 382 on Tuesday. It is down 9.3% in the past year.
Save the use of Chatppt
Chatgpt has become a familiar name since its launch in November 2022, but last week’s animation trend sent a request for a request.
Monday, the CEO of Openai Sam Altman Written on x This chatgpt had just added a million users during the last hour. During the launch two years ago, it took five days to reach this number of users.
Last week, weekly Chatgpt downloads, weekly active users and income for subscriptions and integrated purchases reached a record level – increasing 11%, 5%and 6%, respectively, the week over the week – according to data from the Intelligence Company on the Sensortower market.
In addition to Microsoft, producers of graphic processing units benefit from the midfield of Ghibli. NVIDIA, AMD and Intel are some of the largest GPU companies.
“Work so quickly, we can really do stuffing; if someone has a GPU capacity in 100K pieces, we can get as soon as possible, please call!”, Altman wrote on Tuesday.
Jefferies analysts said few suppliers could offer this capacity and estimated that any agreement with Openai could bring $ 1 billion to $ 2 billion per year for the GPU supplier.
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