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Stargate: OpenAI's Hard Takeoff And Its Implications On Microsoft (NASDAQ:MSFT)

1. AI may soon experience a 'hard takeoff,' boosting innovation rapidly. 2. Microsoft's strong ties to OpenAI position it favorably for AI investments. 3. Project Stargate enhances Microsoft's AI potential significantly. 4. U.S. AI labs face competition from emerging Chinese open-source groups. 5. Companies relying on outdated IT, like Intel, risk becoming obsolete.

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FAQ

Why Very Bullish?

Microsoft's deep involvement with AI, particularly OpenAI, bolsters investor confidence. Historical growth in tech stocks following AI advancements suggests potential for MSFT.

How important is it?

The article discusses crucial advancements in AI and their implications for major players like Microsoft. AI is a key growth area for MSFT, enhancing its market relevance.

Why Long Term?

The trends in AI innovation indicate sustained growth for MSFT in the future. Long-term commitments to AI often yield significant returns, as seen with past technology booms.

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