Microsoft shifts most security scanning to an in‑house AI model, cutting costs and routing only the hardest work to frontier ...

Microsoft booked $24.1 billion tied to OpenAI, a company that still hasn’t turned a profit and just delayed going public.

Nvidia is reported to be in talks to provide substantial financial backing for a Microsoft supported OpenAI AI data center ...

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

A filing shows Microsoft booked $24.1bn from OpenAI last year, about 70% of its AI sales. Even its internal Copilot now ...

Roughly a year ago, Microsoft announced it would invest $1 billion in OpenAI to jointly develop new technologies for Microsoft's Azure cloud platform and to "further extend" large-scale AI ...

OpenAI’s market share erosion and oligopolistic gen-AI model market dynamics could pressure Microsoft’s large equity stake and weaken bullish valuation narratives around ChatGPT. Azure benefits from ...

Microsoft’s Azure cloud business accelerated in the March quarter, growing 40% and topping the company’s own forecast, giving the tech giant a new answer to questions about its ability to translate ...

On Monday, Microsoft and OpenAI announced that they have, once again, renegotiated the deal binding the two companies. Despite some opinions on X that frame it as a victory for the ChatGPT maker over ...

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. But the number that jumped out to us when ...

You may not be able to invest in ChatGPT and OpenAI directly until the IPO, but you can get indirect exposure via these ...

The AI giant has committed $20 billion to a new data-center project in Georgia and hired an architect of Elon Musk’s ...