ChatGPT is worth at least $20 per share to Microsoft as it ramps up its monetization efforts of the AI chatbot, Wedbush says
The early monetization of ChatGPT across both consumer and enterprise formats is worth at least $20 per share to Microsoft in a sum-of-the-parts valuation, according to Ives.
Microsoft CEO Satya Nadella"is on the offensive strategically at a time when many other tech players are playing defensive mode, which is a positive dynamic for the long term cloud/AI growth of the Microsoft story," Ives said, adding that the company is becoming"the clear leader" in the AI arms race.
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