This article first appeared on GuruFocus. OpenAI (OPENAI) is reportedly considering slowing development of its most advanced artificial-intelligence systems, a potentially significant shift for an industry built around an escalating race for computing power and ever-more-capable models. For investors, any coordinated slowdown could reshape expectations for AI infrastructure spending at Microsoft (NASDAQ:MSFT), Oracle (NYSE:ORCL), Amazon (NASDAQ:AMZN) and other companies betting heavily on continued rapid model advancement. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairly valued? Test your thesis with our free DCF calculator.
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