According to BNP Paribas, OpenAI’s new spending plan is still positive for Microsoft and Oracle

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According to BNP Paribas, OpenAI’s new spending plan is still positive for Microsoft and Oracle

By Vince Condarcuri
Publication Date: 2026-02-23 19:47:00

According to B, OpenAI’s updated spending plan for its AI infrastructure is still good news for major cloud companies, particularly Microsoft ($MSFT) and Oracle ($ORCL).

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