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Walt Disney, Uber Technologies And 3 Stocks To Watch Heading Into Wednesday
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.
U.S. stocks closed: Trade uncertainty rises, and the three major Indexes collectively declined.
① The CEO of NVIDIA stated that the AI market in China is expected to reach 50 billion dollars; ② AMD's revenue in the first quarter was 7.44 billion dollars, a year-on-year growth of 36%; ③ Super Micro Computer's net sales in the third quarter were 4.6 billion dollars, falling short of expectations.
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