OpenAI Agreement Change Seen as Net Positive for Microsoft -- Market Talk
Dow Jones04-27 23:53
11:52 ET--Microsoft's amendment to its agreement with OpenAI, allowing the company to serve more customers across cloud providers, is a net positive for Microsoft, Wedbush analyst Dan Ives says. Ives says it's "good to get this ongoing partnership limbo now in the rear view mirror." The amendment allows Microsoft to maintain a significant share of OpenAI while gaining more technological independence from the AI platform as it builds its own Copilot AI assistant and models, Ives says. OpenAI, meanwhile, is on a stronger path toward going public, he says. (katherine.hamilton@wsj.com)
(END) Dow Jones Newswires
April 27, 2026 11:53 ET (15:53 GMT)
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