NVIDIA Aktie 994529 / US67066G1040
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05.10.2025 13:15:00
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Nvidia vs. Microsoft: Which Stock Is the Better Buy After Their OpenAI Investments?
Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) both made big bets on OpenAI, but they are coming at the opportunity from very different directions. Nvidia's move is about keeping its chips at the center of the artificial intelligence (AI) infrastructure buildout and expanding into the software side, while Microsoft's early investment let it weave OpenAI's large language models (LLMs) into its cloud computing and software businesses.The question, though, is which stock is the better buy after their OpenAI investments.Nvidia's plan to invest up to $100 billion in OpenAI is not just about buying a stake in a hot AI company. It also gives one of the companies that are leading the charge in AI infrastructure buildout financing, which it will then likely funnel back to Nvidia by buying or renting its graphics processing units (GPUs). This gives Nvidia a massive, long-term, guaranteed customer for its chips. Continue readingWeiter zum vollständigen Artikel bei MotleyFool
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