OpenAI to allow erotica in ChatGPT for verified adults by December 2025; Altman says safeguards now in place. This could shift engagement, ad policies and infra demand across tech.

Winners - AI infrastructure and cloud

Reason: More time spent in ChatGPT and companion-style use means heavier model throughput and hosting on Azure, boosting demand for GPUs and cloud capacity.

Names: $MSFT, $NVDA

Winners - Digital identity and age verification

Reason: Age-gating at scale needs robust verification and account security to keep minors out and satisfy regulators.

Names: $YOU, $OKTA

Winners - Dating and social apps adding AI companions

Reason: Normalisation of adult-themed AI chats opens the door for in-app AI assistants, upsells and partnerships.

Names: $MTCH, $BMBL

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