Microsoft stepping up to build its own AI model instead of relying on OpenAI?
u/Helpful-Print5149 ·
Reddit — r/stocks
· April 02, 2026 at 19:40
· ⬆ 26 pts
· 💬 35 comments
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They’re reportedly planning to launch their own large model next year, potentially replacing OpenAI and Anthropic. What’s interesting is they already started stockpiling NVDA’s GB200 chips last year.
Short term, it probably doesn’t change much. No matter who’s building the models, they still need Nvidia hardware, so NVDA keeps benefiting.
Long term, it gets more interesting. If Microsoft really goes independent, what does that mean for OpenAI?
Curious how you guys see it. Bullish or bearish?