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Fortune
Fortune
Jeremy Kahn

Microsoft CEO Satya Nadella is an AI winner. He doesn't like to talk about the potential losers

Microsoft CEO Satya Nadella (Credit: Hannes P Albert—picture alliance/Getty Images)

Hello and welcome to Eye on AI.

As everyone likes to point out, it is still early days for the generative AI revolution. But a few clear winners have emerged: Among the biggest is Microsoft, which, thanks to its partnership with OpenAI, has catapulted itself to the forefront of the AI boom. It also helps that most generative AI use cases complement Microsoft’s largely subscription-based business models rather than challenging them, as they do for Google’s ad-driven businesses. Microsoft’s stock price reflects this. Last week, the company edged past Apple to become the world’s most valuable public corporation, worth $2.875 trillion.

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