Microsoft used Build 2026 to launch seven in-house MAI models, new Cobalt 200 silicon and the Majorana 2 quantum chip, a ...

Microsoft announced on Wednesday that its OpenAI-enabled Azure offerings will be available to more of the federal workforce through a new Defense Information Systems Agency authorization that marks ...

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Microsoft is losing its designation as the exclusive provider of computing capacity for OpenAI. Microsoft said it will now have "right of first refusal" when OpenAI asks for more computing capacity.

Developers can now build, test, and deploy applications powered by OpenAI’s gpt-oss models within the AI development platform. OpenAI’s new open models are now available through Microsoft’s Azure AI ...

Microsoft and OpenAI on Monday announced a sweeping overhaul of the partnership that has defined the commercial AI era, dismantling key pillars of exclusivity and revenue-sharing that bound the two ...

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 ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Microsoft is facing capacity constraints, and OpenAI is driving a ...

Microsoft is facing increasing pressure on its cloud infrastructure, and OpenAI is now at the center of that strain. During its fiscal second-quarter earnings report, the software giant revealed that ...

These companies are trading at reasonable valuations that could set up attractive returns.

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 ...