Microsoft: ChatGPT’s Potential Largest Shareholder – AI Frenzy Continues


  • On top of the $26.62B spent on R&D over the LTM, MSFT has committed another $10B to OpenAI, increasing its eventual stake to 49%.
  • With META and GOOG similarly chasing ChatGPT’s growing user base, it is no wonder that market analysts expect global AI spending to hit approximately $517B in 2023 (+19.6% YoY).
  • It remains to be seen when these AI platforms may achieve profitability, since OpenAI expects only $1B in revenue by 2024.
  • At these levels, MSFT investors should be cautious about riding the ChatGPT hype train.

Technology concept of rabbit hole

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Microsoft (NASDAQ:MSFT) had already spent $26.62B on R&D efforts over the last twelve months [LTM], growing by 28.5% from FY2021 levels of $20.71B and 57.7% from FY2019 of $16.87B. This strategy

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