OpenAI to Acquire Long-Term Capacity from Two Data Centers in Malaysia

The news that OpenAI is securing capacity from data centers in Malaysia indicates growing demand for AI infrastructure, a positive signal for chipmakers such as NVDA. Technically, the stock has risen 5.9% over the last 24 hours, with the RSI at 60, pointing to strong momentum but not yet in overbought territory. The MACD, while just below the signal line, remains in positive territory, supporting an upward short-term trend. The price is trading above both the SMA20 and SMA50, confirming the bullish bias. However, the direct impact of this news on NVDA may be limited, and there is a risk of short-term consolidation following the recent rally, hence the confidence level is set to medium.

Although the news strengthens Microsoft's strategic partnership with OpenAI, it does not create a clear short-term catalyst for MSFT stock directly. Technical indicators show a weak outlook: the price is below both the 20-day and 50-day moving averages, and the MACD is in negative territory below the signal line. The RSI at 42.6 suggests that selling pressure could persist. The slight decline over the last 24 hours and negative momentum indicate a likely downward movement in the short term. Therefore, I expect a cautious decline over a 1-3 day perspective.

The news involves OpenAI increasing its data center capacity in Malaysia, which could indirectly support demand for Alphabet's cloud and AI infrastructure. However, since no direct collaboration or contract with GOOGL has been specified, the impact may remain limited. On the technical indicators, RSI is at 46, in neutral territory, while MACD is negative but close to its signal line. The price is slightly below the SMA20 and SMA50. In the short term, the price is likely to consolidate in the 338-340 dollar range, with no clear directional signal emerging.

The news indicates that demand for cloud and AI infrastructure is strengthening as OpenAI expands its data center capacity in Malaysia. Amazon's AWS segment could be indirectly positively affected by such developments. Technical indicators show RSI at 54 in neutral territory, MACD above the signal line, and price above the SMA20, suggesting slight short-term upward momentum. However, with the price just below the SMA50 and the news not directly related to Amazon, the impact may be limited. Therefore, the direction is slightly upward with medium-low confidence.