Jim Cramer, known for his market influence on CNBC, claimed that Microsoftâs future is tied to its partnership with OpenAI, stating that Microsoft "is not a factor if it splits" with OpenAI. However, this perspective is challenged by Microsoft's robust business model that includes various revenue streams beyond ChatGPT. Analysts point out that, as OpenAI evolves within Microsoft's Azure Cloud Services framework, the dependency may actually shift towards OpenAI relying on Microsoft more than the other way around. This highlights the complexity of their relationship and the misconceptions surrounding it.
Cramer noted, "MSFT is not a factor if it splits with OpenAI." However, Microsoft's independent revenue streams suggest that the company's prospects are not solely linked to OpenAI.
By adapting its original DOS model to Azure Cloud Services, OpenAI is likely more dependent on Microsoft than vice-versa going into the future.
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