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OpenAI: Microsoft should take a smaller share of the revenue. Microsoft: Give me more technology.
OpenAI plans to significantly reduce the revenue sharing ratio with Microsoft from the current 20% to 10% by 2030. Microsoft hopes to continue using OpenAI's intellectual property after the reorganization, and both parties are negotiating aspects such as the Azure Cloud Computing Service agreement. Analysis points out that the current unresolved issue is whether the existing agreement covers products that OpenAI has not yet released or generated revenue from.
Tesla-Rival Lucid Announces 58% Increase In Deliveries, Plans To Introduce Mid-Size Platform In 2026
Nvidia CEO Jensen Huang Says Losing Access To China's Potential $50 Billion AI Market Would Be A 'Tremendous Loss'
Express News | NVIDIA's CEO Jensen Huang Stated That China's AI Market Is Expected to Grow to About $50 Billion in the Next Two to Three Years, Losing Access to It Would Be a 'Tremendous Loss' (CNBC)
Implying Trump? Huang Renxun: China's AI market is expected to reach 50 billion dollars, must not be missed!
① NVIDIA CEO Jensen Huang stated that the scale of the AI Chip market in China could reach 50 billion dollars in the coming years, and it is crucial for USA companies to gain access to the Chinese market; ② Huang emphasized that selling products in the Chinese market will generate revenue, tax revenues, and job opportunities in the USA.
Takamatsu Machinery Industry, Mitsubishi Electric Corp. Unsponsored ADR, etc.
*Takamatsu Machinery Industry <6155> strengthening global sales, aiming for an operating profit of 0.9 billion yen for the fiscal year ending March 2028 (Nihon Keizai Shimbun, page 3) -○*Toyota Motor Corporation <7203> expanding EV in China, demonstrating presence in cutting-edge markets (Nihon Keizai Shimbun, page 7) -○*Yamaha Corporation <7272> launching sports tourer with electronic shift mechanism (Nihon Keizai Shimbun, page 7) -○*Mitsubishi Motors <7211> collaborating with Yanekara, delivering charging control equipment for EVs for public vehicles in Kurashiki City (Nihon Keizai Shimbun, page 7) -○*Kurimoto Iron Works <5602> bio 100% demonstration, melting.
