NEW YORK, Jan 10 (Reuters Breakingviews) - Microsoft (MSFT.O) is mulling a heads-I-win, tails-I-also win, AI deal.
A mooted $10 billion investment, reported by Semafor, in the maker of the popular ChatGPT, could reshape Microsoft’s software business.
And the investment is a pittance compared to Microsoft’s market capitalization of $1.7 trillion and $107 billion of cash on hand.
Even then, Microsoft’s investment may not be wasted.
The proposed investment means OpenAI can grow its business faster, which also benefits Azure, a part of Microsoft that investors value highly.