OpenAI is signing huge deals with a handful of companies worth hundreds of billions of dollars. Microsoft and Oracle are spending significant amounts to build the capacity OpenAI wants. One stock looks much riskier than the other at around the same valuation.

As the legal battle between Elon Musk, OpenAI, and Microsoft Corporation (NASDAQ:MSFT) heats up, Musk has expressed his eagerness for the upcoming trial, promising explosive revelations. Musk, a co-founder of OpenAI,

OpenAI CEO Sam Altman has had an unfortunate dose of reality, reckoning with the fact ChatGPT is a uniquely powerful money destruction machine.

OpenAI is Microsoft’s most important AI provider and its biggest cloud server customer. But as OpenAI does more business with Microsoft’s cloud rivals, Microsoft is doing more business with Anthropic,