Observed a phenomenon where foreign companies (listed in the U.S.) where friends work have started offering free GPT-5 services to Chinese employees. This reflects that U.S. companies have already completed bulk purchases of GPT-5 services to enhance their competitiveness.
Currently, the only providers of GPT-5 services in the market are OpenAI and MSFT. Due to compliance requirements, large enterprises are likely to prefer MSFT's enterprise services. I believe subscription revenue will continue to be reflected in MSFT's financial reports.
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