Microsoft poised to benefit from OpenAI’s Ghibli-style image trend

OpenAI's ChatGPT-4o has seen a surge in user growth thanks to its popular Ghibli-style image creation feature, making Microsoft a key player in this AI trend. Analysts from Jefferies predict a positive outcome for Microsoft as OpenAI's valuation skyrockets.

Microsoft's Position

Microsoft, a significant investor in OpenAI and its primary cloud service provider, is set to capitalize on the recent success of ChatGPT-4o. The company also incorporates OpenAI's language models into its products, showing a strong partnership between the two tech giants. Microsoft CEO Satya Nadella hinted at the possibility of developing their generative AI capabilities to complement their existing collaboration with OpenAI.

Record Growth and Funding Round

OpenAI's latest $40 billion funding round, which raised its valuation to $300 billion, has caught the attention of investors and industry experts alike. Jefferies analysts foresee a positive impact on Microsoft due to OpenAI's exponential growth fueled by the ChatGPT trend.

ChatGPT's Success

Since its launch in November 2022, ChatGPT has gained widespread popularity, with a recent surge in demand following the Ghibli-style image trend. OpenAI CEO Sam Altman reported a significant increase in user numbers, highlighting the platform's rapid growth and adoption rate.

Beneficiaries Beyond Microsoft

Aside from Microsoft, companies involved in graphic processing units (GPUs) like Nvidia, AMD, and Intel are also set to benefit from the Ghibli hype. OpenAI's need for GPU capacity presents a lucrative opportunity for these tech companies, potentially translating into billions of dollars in revenue.

As OpenAI continues to revolutionize the AI landscape with innovative features like ChatGPT-4o, the tech industry stands witness to the immense potential for growth and collaboration in this ever-evolving space.

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By: shubhangigoel@insider.com (Shubhangi Goel)
Title: Microsoft poised to benefit from OpenAI’s Ghibli-style image trend
Sourced From: www.businessinsider.com/microsoft-winner-of-chatgpt-studio-ghibli-images-jefferies-analysts-2025-4
Published Date: Wed, 02 Apr 2025 04:58:43 +0000