Possible scenario
OpenAI Deal Holds
25% Chance
The revised Microsoft-OpenAI agreement absorbs the new in-house model without a public rupture. Microsoft uses MAI for cost-sensitive workloads while continuing to sell OpenAI models through Azure for premium frontier demand.
Secondary impacts
- Technology +0.3%
Tickers
- MSFT+2.0%
- ORCL+0.5%
- NVDA-0.3%
- GOOG-0.2%
- AMZN+0.2%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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