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- Microsoft's investment in OpenAI could be a means to target Google's cloud business, according to Ark Invest.
- Analyst Will Summerlin wrote in a note that Microsoft could force Google to release an AI chat feature within search, weighing on its profitability.
- Microsoft wants "to dissuade Alphabet from running Google Cloud and other businesses at a loss," Summerlin said.
Microsoft could have a larger game in mind with a recent investment in ChatGPT parent company OpenAI, according to Ark Invest analyst Will Summerlin.
In a Monday note, Summerlin wrote that Microsoft could be attempting to target Google's cloud computing sector by driving up costs.