04/30/2026
The lawsuit between Musk and OpenAI has also intensified public opinion. The legal dispute between Elon Musk and OpenAI/Sam Altman has reignited the debate about whether OpenAI has deviated from its non-profit mission and is overly profit-driven. While the controversy itself involves strong differences in position between the two sides, it has indeed increased public scrutiny of OpenAI's governance structure and business direction.
The sectors most likely to be affected, in order of frequency, are:
First tier: Oracle, CoreWeave, data centers, memory chips, and server supply chains.
Second tier: AI chip chains such as Nvidia, AMD, Broadcom, and TSMC.
Third tier: Large tech companies like Microsoft, Google, Meta, and Amazon, because their businesses are more diversified and more resilient to volatility.
The market will fluctuate, and the short-term fluctuations may be more pronounced; however, this is not because Musk's lawsuit itself can change the trend of the AI industry, but rather because it amplifies market concerns about whether AI investment is overheated, whether OpenAI has overdrawn its growth potential, and whether commercialization can be realized.
