Wall Street is feeling the impact of uncertainty surrounding OpenAI, dragging down the Nasdaq 100. OpenAI, which just a few months ago was at the forefront of technological innovation, is now facing a period of doubts and challenges. The company, which transitioned from a nonprofit organization to a for-profit entity, is experiencing a slowdown in user and revenue growth, raising concerns among investors and analysts. Since January, OpenAI has not shared user figures again after announcing it had surpassed 900 million. According to The Wall Street Journal, the company is reconsidering its investments and slowing down its expansion plans, although OpenAI has labeled these reports as "ridiculous" and claims it is still operating at full capacity. However, the reality is that OpenAI has lost prominence in the artificial intelligence race, while Anthropic has taken the lead, reaching a valuation of one trillion dollars and estimating revenues of 30 billion euros in the next 12 months, according to Business Insider Spain. The launch of the Claude Opus 4.6 model, with advanced programming capabilities, marked a turning point for Anthropic, which has also managed its relationships with the U.S. government better than OpenAI, which has suffered a reputational crisis. Additionally, Elon Musk's lawsuit, claiming 134 billion dollars from OpenAI's founders for alleged irregularities in the company's transition to profit, could affect its shareholder structure and viability. The shift in perception regarding OpenAI is evident: from being the most desired company, it is now seen as a risk for investors and partners. This change also impacts major technology infrastructure providers like Microsoft, Meta, Amazon, Alphabet, and Oracle, which will reflect this shift in their results. Bank of America estimates that these five companies will invest 680 billion dollars in artificial intelligence by 2026. Microsoft and Oracle, with strong ties to OpenAI, are in the spotlight. Both are collaborating on data centers in Texas, and Microsoft has replaced OpenAI in the Stargate Norway project led by Oracle. Lale Akoner, an eToro strategist, anticipates a strong start to the year for tech companies most exposed to AI. She highlights that Alphabet maintains its strength in search and cloud, while Amazon balances good current performance with significant investments in infrastructure and AI, although this may affect its short-term profits. Regarding Meta, Akoner emphasizes the positive impact of AI on revenues, thanks to tools like Advantage+ that enhance advertising effectiveness. In conclusion, artificial intelligence remains a growth engine for major tech companies, although OpenAI's case demonstrates that leadership in this sector is becoming increasingly contested and volatile. (Source: businessinsider.es)