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He can finally get some equity!
Unless OpenAI changes its attitude quickly and tries to retain employees. First, Microsoft gets OpenAI leadership at the helm. Second, hundreds of employees will follow as quickly as possible while they're still freaking out. Third, Microsoft and Azure will now have all the weight of GPT-4. Fourth, Azure Cloud is about to have more orders and its market share has increased compared with Amazon AWS and Google Cloud Computing.
NVIDIA has significantly expanded the GPU application landscape based on demand for Hopper and Grace Hopper chips and the associated CoSWoS capacity required by HBM. If Nvidia can reallocate tens of thousands of employees to the new Microsoft AI subsidiary without losing customers to AMD, Nvidia will win. AMD can win with more CPUs, but what about GPUs? ?
Intel is likely to win with Xeon
OpenAI is the loser
Google loses
Safety of AI
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