Análise de mercado: A onda de vendas de ações de tecnologia reflete a enorme influência da OpenAI

Goldman Sachs reports that on April 29, just the growth rate of OpenAI may not meet expectations, which has already become an expensive issue.
The Wall Street Journal previously reported that this ChatGPT parent company recently failed to meet internal targets for new users and revenue.
This has caused CFO Frier to worry about OpenAI’s ability to pay for future computing contracts.
OpenAI denies that it is reducing contracts, and also denies that there is friction between Frier and CEO Altman as the company seeks to conduct an IPO later this year.
This did not prevent investors from selling off those stocks most affected by OpenAI’s future expansion plans.
Nvidia (NVDA.O) once fell more than 3%, Broadcom (AVGO.O) fell more than 5%.
This resulted in a combined market value loss of nearly $280 billion for the two companies.
Other major chip stocks such as AMD (AMD.O), Intel (INTC.O), and Arm (ARM.O) also declined, dragging the Philadelphia Semiconductor Index down by 4.6% at one point.
Microsoft has so far been unaffected.
UBS analyst Karl Keirstead wrote in a report: “OpenAI wants to adopt more cloud services, while Microsoft aims to introduce more models, so diversifying development seems to be the trend.”