Microsoft could see Azure boost from OpenAI's announcements: Citi

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Microsoft could see Azure boost from OpenAI's announcements: Citi

seekingalpha2023-11-07

The announcements that generative artificial intelligence startup OpenAI made at its first-ever developer day on Monday could boost Azure consumption and thus benefiting Microsoft (NASDAQ:MSFT), ...

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Analyst Tyler Radke, said OpenAI's unveilings including a new large language model, GPT-4 Turbo, are likely to \"increase the economic appeal\" for developers and businesses alike. As such, the unveilings \"could drive higher Azure consumption and bring more developers to the platform.\" During the keynote address from OpenAI CEO Sam Altman, the company said it has 2M developers building products, more than 100M weekly active users and it is working with 92% of the Fortune 500.  OpenAI also said it will offer revenue-share agreements with developers that create the most popular apps and GPTs will allow users to customize ChatGPT to perform specific tasks, even if they do not having coding expertise. At the event, Microsoft (MSFT) CEO Satya Nadella made a surprise appearance and talked up its partnership with OpenAI, discussing infrastructure expansion and cutting edge models that can help boost the tech giant's own AI offerings.  In January, Microsoft (MSFT) made a multi-billion dollar investment in OpenAI that reportedly gave the Redmond, Washington-based Microsoft a 49% stake in OpenAI. In addition to the new GPT-4 Turbo, which Radke said offers a \"significant increase in context length\" going from 8-32k to 128k, OpenAI also unveiled new GPTs, which he described as a \"significant step forward in simplifying the integration of GenAI into various platforms, allowing users to tailor chatGPT for specific purposes and tasks.\" OpenAI also announced the GPT store, similar to various app stores, slated to come later this month. Other announcements include new inputs in GPT-4 Turbo, including images, which will allow for caption generation, analysis and search and navigation. The new DALL-E 3 model, unveiled in September, can be integrated directly into apps, OpenAI said. OpenAI also showed off a new text-to-speech model, known as TTS, along with custom models and a new copyright shield to cut down on copyright infringement, with OpenAI paying the costs incurred by legal claims.  More on Microsoft  Microsoft Is Too Expensive Here - Wait For A Pullback Why Holding Microsoft Stock Could Be A Smart Move Microsoft: The Ultimate AI Winner OpenAI's first developer conference could see cheaper, powerful AI models Elon Musk says xAI to release first AI model tomorrow","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}