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76/100 Bullish 05.05.2026 · 12:05 Finrend AI ⏱ 1 dk 👁 9 TR

OpenAI and Microsoft Renew AI Partnership Revenue Agreement

OpenAI and Microsoft have updated the revenue-sharing model of their strategic partnership in artificial intelligence. The new arrangement reshapes the financial structure of the collaboration between the two companies. According to the details of the agreement, changes have been made to the distribution of revenues generated from the use of OpenAI's technologies on Microsoft platforms. This revision aims to more fairly share the new revenue streams arising from the integration of cloud computing and AI services. While Microsoft offers OpenAI models through Azure, OpenAI will also receive a larger share of the commercial opportunities arising from this collaboration. Experts note that such a change in the agreement is aimed at protecting the interests of both companies at a time when competition in the AI sector is intensifying. Particularly with the commercialization of large language models, revenue-sharing models have become a critical element in technology partnerships. The new agreement is designed to preserve OpenAI's independence while allowing Microsoft to achieve greater returns from its AI investments. This strategic alignment between the two companies could serve as a model for other players in the industry. This is not investment advice.

📊 MSFT — Piyasa Yorumu

▲ up · 60%

The news indicates that Microsoft has strengthened its strategic partnership with OpenAI and reached a new revenue sharing agreement. This could solidify its leadership position in the field of artificial intelligence and support long-term growth expectations. Technically, while the stock closed above the SMA20, it remains below the SMA50, and the RSI is in neutral territory. The MACD is still negative but approaching the signal line, suggesting potential for a short-term recovery. Despite the decline over the past 24 hours, a short-term upward movement can be expected due to the positive impact of the news.

RSI 14
46.5
MACD
-0.91
24h Δ
-2.35%

📊 NVDA — Piyasa Yorumu

■ neutral · 60%

While the news is positive for NVDA in the long term, in the short term the price is below the 20-day moving average and the RSI is at 40. The MACD is in negative territory and giving a sell signal. The 4.5% decline in the last 24 hours indicates weak momentum. Therefore, short-term direction uncertainty may persist.

RSI 14
40.7
MACD
-2.16
24h Δ
-4.56%
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