{"id":2014,"date":"2025-04-03T07:29:20","date_gmt":"2025-04-03T07:29:20","guid":{"rendered":"https:\/\/www.europesays.com\/uk\/2014\/"},"modified":"2025-04-03T07:29:20","modified_gmt":"2025-04-03T07:29:20","slug":"microsoft-is-a-clear-winner-of-chatgpts-superviral-ghibli-images","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/uk\/2014\/","title":{"rendered":"Microsoft Is a Clear Winner of ChatGPT’s Superviral Ghibli Images"},"content":{"rendered":"

A new AI trend<\/a> has taken the internet by storm, and at least one Big Tech giant stands to make a killing.<\/p>\n

Last week, OpenAI rolled out GPT-4o, <\/strong>an upgraded image generator that users piled into to create images in the Japanese animation firm Studio Ghibli’s style<\/a>. The trend is helping fuel a record spike in users<\/a>, so much so that OpenAI is struggling to keep up.<\/p>\n

The surge in ChatGPT users should benefit Microsoft because it boosts OpenAI’s growth, computing needs, and valuation, Jefferies analysts led by Brent Thill said in a note on Tuesday.<\/p>\n

Microsoft is a major investor<\/a> in the artificial intelligence firm and its primary cloud provider. The company also integrates OpenAI’s large language models into its products. Last week, Microsoft CEO Satya Nadella said<\/a> the company may build its own generative-AI capability to complement its partnership with OpenAI.<\/p>\n

“We would glean that surging ChatGPT user growth likely indicates surging ChatGPT+ growth i.e. revenue growth for OpenAI,” the analysts wrote.<\/p>\n

The analysts also said OpenAI’s most recent funding round<\/a> was beneficial to Microsoft. On Monday, OpenAI announced it closed the largest private tech funding round on record. The company raised $40 billion from SoftBank and other investors, bringing the company’s valuation to $300 billion. The ChatGPT maker was last valued at $157 billion in October.<\/p>\n

Jefferies has a buy rating on Microsoft and a price target of $500. The stock closed at $382 on Tuesday. It’s down 9.3% over the past year.<\/p>\n

Record ChatGPT usage<\/p>\n

ChatGPT has become a household name since its launch in November 2022, but last week’s animation trend<\/a> sent demand soaring.<\/p>\n

On Monday, OpenAI CEO Sam Altman wrote on X<\/a> that ChatGPT had added 1 million users<\/a> in the past hour. At its launch two years ago, it took five days to reach that number of users.<\/p>\n

Last week, ChatGPT’s weekly app downloads, weekly active users, and revenue from subscriptions and in-app purchases reached an all-time high \u2014 increasing 11%, 5%, and 6%, respectively, week over week \u2014 according to data from the market intelligence firm Sensor Tower.<\/p>\n

Besides Microsoft, producers of graphics processing units stand to benefit from the Ghibli hype. Nvidia, AMD, and Intel are some of the biggest GPU companies.<\/p>\n

“Working as fast we can to really get stuff humming; if anyone has GPU capacity in 100k chunks we can get asap please call!” Altman wrote Tuesday on X.<\/p>\n

The Jefferies analysts said few vendors could deliver this much capacity and estimated that any deal with OpenAI could bring in $1 billion to $2 billion a year for the GPU provider.<\/p>\n","protected":false},"excerpt":{"rendered":"A new AI trend has taken the internet by storm, and at least one Big Tech giant stands…\n","protected":false},"author":2,"featured_media":2015,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[1320,51,1315,1317,1322,1319,1325,507,1327,1318,1324,1316,1326,1323,16,15,1321,1328],"class_list":{"0":"post-2014","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-business","8":"tag-analyst","9":"tag-business","10":"tag-chatgpt","11":"tag-clear-winner","12":"tag-company","13":"tag-last-week","14":"tag-launch","15":"tag-microsoft","16":"tag-monday","17":"tag-openai","18":"tag-past-year","19":"tag-superviral-ghibli-images","20":"tag-trend","21":"tag-tuesday","22":"tag-uk","23":"tag-united-kingdom","24":"tag-user","25":"tag-valuation"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/114272859757612769","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/2014","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=2014"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/2014\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/2015"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=2014"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=2014"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=2014"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}