Macquarie Says OpenAI Signals AI Boom Still Has Legs

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) backed OpenAI's potential new funding round at a valuation of as much as $1.2 trillion is reinforcing Macquarie's view that artificial-intelligence demand remains strong, despite growing debate around whether the current infrastructure boom can continue at the same pace. Warning! GuruFocus has detected 5 Warning Signs with SFTBY. Is SFTBY fairly valued? Test your thesis with our free DCF calculator.SFTBY GF Value chart The reported valuation would put OpenAI above rival Anthropic, which was most recently valued at roughly $965 billion.