Microsoft Corporation

NVIDIA Corporation

Microsoft's Azure cloud platform<a href="https://azure.microsoft.com/en-us/blog/microsoft-azure-delivers-the-first-large-scale-cluster-with-nvidia-gb300-nvl72-for-openai-workloads/"> has launched the</a> first major cluster based on Nvidia GB300 systems, including more than 4,600 Blackwell Ultra GPUs, the company's most advanced AI chips. The new cluster provides 37 terabytes of fast memory and high performance, forming the unified computing environment needed to run reasoning models, agent systems and multimodal generative AI applications. Such systems will reduce the training time of AI models from months to weeks, Microsoft said.

Microsoft and Nvidia launch the world's first production cluster for OpenAI workloads

Advanced Micro Devices, Inc.

Oracle Corporation

This fall was marked by a flurry of news about the premier artificial intelligence developer, OpenAI. Who would have thought that a small nonprofit company founded in 2015 would command hundreds of billions of dollars 10 years later? Yet that's exactly what has happened to OpenAI - its CEO Sam Altman has not only driven its value to $500 billion, making it the world's most <a href="https://finance.yahoo.com/news/openai-now-worth-500-billion-195534705.html">expensive</a> startup, but he's also making deals that impact the stocks of major tech companies. However, what is he doing, in a strategic sense?

What is OpenAI head Sam Altman digging: an economic moat or a grave?

OpenAI is preparing to hold its annual DevDay for developers on October 6, which may become the main event of the week for the technology sector. Investors are waiting for signals from the company about new products and development directions, while its announcements are increasingly reflected in the stock market. Against the backdrop of the growing influence of OpenAI, whose valuation has exceeded $500 billion, the conference may cause a wave of quotation movements - from chip manufacturers to other companies whose businesses are affected by the spread of artificial intelligence.

OpenAI is holding a developer day. How it can affect the shares of public companies

Alibaba Group Holding Limited

BlackRock, Inc.

Hitachi, Ltd.

Hitachi's stock price soared by almost 10% after the announcement of its partnership with OpenAI. OpenAI's Sora 2 app instantly broke into the top of the App Store and reignited the debate about the safety of AI innovations. Stock managers see potential for a further Alibaba rally. These and other topics are covered in our review of key events on the morning of October 3.

Highlights for the morning: Alibaba rally, Hitachi's partnership with OpenAI and a $40 billion deal

Micron Technology, Inc.

Broadcom Inc.

Microsoft will get about 30% stake in OpenAI's commercial division once its restructuring is complete

From Microsoft to Seagate: who stands to gain from ChatGPT owner's valuation rising to $500 billion?

Electronic Arts Inc.

Robinhood Markets, Inc.

Donald Trump announced new duties on wood, furniture, pharmaceuticals and movies. OpenAI is booming revenue growth - $4.3 billion for the first half of 2025 - but is spending billions on AI development. In the U.S., Wealthfront, one of the pioneers of the robo-advisory market, is preparing for an IPO, and was never sold to UBS in 2022. These and other topics - in our review of key events for the morning of September 30.

Highlights for this morning: Trump's duties, OpenAI growth, Wealthfront going public

Microsoft has started using artificial intelligence from rival OpenAI, the maker of chat bot ChatGPT, in its products. The company <a href="https://www.microsoft.com/en-us/microsoft-copilot/blog/copilot-studio/anthropic-joins-the-multi-model-lineup-in-microsoft-copilot-studio/">announced on</a> September 24 that its AI assistant Copilot will now use the startup Anthropic's models along with those from OpenAI to answer some of its queries.

Microsoft taps ChatGPT competitor for AI assistant. Is the relationship with OpenAI deteriorating?

<a href="https://oninvest.com/issuers/nvda?from=data&amp;section=overview">Nvidia</a>, the world's largest artificial intelligence processor manufacturer, is investing up to $100 billion in OpenAI, which created the ChatGPT artificial intelligence. The companies <a href="https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems">announced</a> the strategic <a href="https://openai.com/index/openai-nvidia-systems-partnership/">partnership</a>, planning to deploy at least 10 gigawatts of Nvidia's computing power for OpenAI's next generation of AI models.

Nvidia to invest up to $100 billion in ChatGPT creator. The stock has gone from down to up

Alphabet Inc.

If Gemini becomes a mainstream consumer AI app, the consequences for OpenAI would be "catastrophic," experts say

Nano Banana feature puts Gemini at the top of iPhone apps. What will happen to ChatGPT?

Oracle shares have nearly doubled in price since the start of 2025

Oracle's stock has soared to record highs. Wall Street thinks this is just the beginning

The amount of the deal is many times the current revenue of the owner of ChatGPT

Oracle signs one of the largest cloud contracts in history with OpenAI - WSJ

Investment Bank raised its target price on shares of Google's holding company by 25% 

#ChatGPT: 27