OpenAI's ChatGPT-4o, an upgraded image generator, has led to a surge in users and increased its valuation.Microsoft, a major investor in OpenAI, stands to benefit from the spike in ChatGPT users, driving revenue growth for OpenAI.OpenAI's recent $40 billion funding round, which raised its valuation to $300 billion, is seen as advantageous to Microsoft.Producers of graphic processing units, such as Nvidia, AMD, and Intel, are also expected to benefit from the Ghibli image creation trend.