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Macquarie: OpenAI funding signals AI demand remains strong

Microsoft backing for OpenAI’s potential funding round at a reported valuation up to $1.2 trillion supports Macquarie’s view that AI demand stays strong despite debate on whether infrastructure spend can keep the same pace.

MSFTOPENAI

2 trillion, reinforcing Macquarie's view that artificial-intelligence demand remains strong despite rising debate over whether the current infrastructure boom can continue at the same pace.