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OpenAI's Agreement with MSFT Opens For-Profit Path, SMCI Ships NVDA Blackwell

OpenAI's Agreement with MSFT Opens For-Profit Path, SMCI Ships NVDA Blackwell

Schwab Network · Schwab Network

September 12, 20258m 40s

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Show Notes

OpenAI can become a for-profit company. The ChatGPT parent company reached an agreement with Microsoft (MSFT) that will spark discussions as to whether OpenAI will move to markets. Jenny Horne talks about the long and complicated road OpenAI had to get to this point and the headwinds it still faces ahead if it becomes a for-profit company. She also talks about Supermicro (SMCI) beginning shipments of Nvidia's Blackwell chips.


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