Here's a list of the *recent* OpenAI partnerships
Welp, now it feels like we should be on "OpenAI watch" 24/7.
Here's a list of the *recent* OpenAI partnerships:
...plus a few new names to watch.
Core AI Compute & Cloud: $Microsoft(MSFT)$ $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Oracle(ORCL)$ $CoreWeave, Inc.(CRWV)$
AI Hardware & Networking: $ARM Holdings(ARM)$ $Broadcom(AVGO)$
Enterprise, Payments, & Workflow AI: $Salesforce.com(CRM)$ $PayPal(PYPL)$
Generative Commerce & Creator Tools: $Etsy(ETSY)$ $Shopify(SHOP)$
These are just SOME of the big ones...
The BIGGER question is...who's next?
My "on OpenAI watch" basket is: $Opendoor Technologies Inc(OPEN)$ $Block, Inc.(XYZ)$ $Netflix(NFLX)$ $Snowflake(SNOW)$ $Micron Technology(MU)$ $Figma(FIG)$ ?
Any other ideas? Digging deeper.
2-month performance for the OpenAI partners basket:
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