OpenAI has made a strategic acquisition of Windsurf for $3 billion, aiming to enhance its AI-assisted coding capabilities and accelerate enterprise AI adoption. The company has raised its long-term revenue forecasts, projecting $125 billion by 2029, up from $100 billion, with a 2026 forecast of $29 billion, reflecting a 123% year-over-year increase. OpenAI maintains a revenue-sharing agreement with Microsoft through 2030, but ongoing negotiations suggest a future reduction in the percentage shared with commercial partners, including Microsoft. Microsoft’s Azure platform currently supports OpenAI’s infrastructure and generates an estimated $15 billion AI revenue run-rate, three times that of AWS. OpenAI’s enterprise adoption is growing rapidly, capturing 32.4% of US business subscriptions as of April 2025, while Google AI subscriptions have declined sharply. Industry analysts highlight that major technology companies like Microsoft, Amazon, Google, and Palantir are well-positioned to benefit from AI advancements. Additionally, the AI sector is attracting bullish investor interest, with multiple AI stocks projected to surge significantly.