The Analysts

Call · @ramahluwalia · unranked

@ramahluwalia

@ramahluwalia · Wed, Aug 5

Ram Ahluwalia CFA, Lumida@ramahluwalia
.@satyanadella casually dropped on a podcast that $MSFT has IP rights to everything OpenAI develops… …including the OpenAI custom silicon project. They are collecting Intellectual Property Dividend Checks. MSFT negotiated an exceptional deal in their divorce with OpenAI
31d agoview on X ↗

tweeted Wed, Aug 5 · counted from Thu, Aug 6 close

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Long MSFT · High confidence

Confidence

High0.91

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Thu, Aug 6 · market close

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