Microsoft: First In Line For AGI

Summary:

• This article gives investors a better understanding of the science underpinning OpenAI’s groundbreaking new “o” series reasoning models.
• Microsoft will be the main beneficiary of OpenAI’s breakthroughs among the hyperscalers.
• Microsoft’s ability to integrate OpenAI’s models into its cloud and enterprise products will give Microsoft a major advantage.
• Despite Microsoft’s strong competitive positioning, it still faces major threats from hyperscalers like Amazon or Google as these competitors are also investing billions into their own foundation models.

In a previous article, I discussed OpenAI’s “o3” breakthrough and its profound impact on Nvidia (NVDA). Readers seemed to appreciate the overview of the science behind “o3” and its implications on Nvidia. Building on that foundation, I will dive deeper into the

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