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OpenAI's updated capex plans prove positive for Microsoft, Oracle: BNP Paribas

OpenAI's updated capex plans prove positive for Microsoft, Oracle: BNP Paribas

vm_adminFebruary 23, 2026

By Brandon Evans
Publication Date: 2026-02-23 15:56:00

OpenAI’s AI capex plans to 2030 could lift Microsoft and Oracle, easing counterparty risk and boosting revenue share.

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Microsoft

Tagged BNP, Capex, Microsoft, OpenAI039s, Oracle, PARIBAS, plans, Positive, prove, updated

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