Microsoft AI lead Mustafa Suleyman suggests that the big tech firm is moving away from OpenAI reliance, as the latter's ...

Microsoft is rated 'Strong Buy' following a sharp post-earnings sell-off driven by perceived OpenAI concentration risk. Learn more about MSFT stock here.

Microsoft moves toward AI self-sufficiency by developing its own frontier models while reducing long-term reliance on OpenAI.

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

Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to ...

Days after OpenAI released a new AI product for enterprise customers, Microsoft commercial CEO Judson Althoff told staff that Microsoft is uniquely positioned to compete with the product, The ...

Microsoft shares fell sharply after hours following its latest earnings, as investors focused on slowing Azure growth, rising infrastructure costs, and the company’s deepening reliance on OpenAI. The ...

Snowflake Inc. today said it has struck a $200 million, multiyear partnership with OpenAI Group PBC to bring enterprise-grade ...

Shares of tech heavyweights with ties to OpenAI have gained in the wake of positive developments for the startup that boosted ...

The company is taking an additional ten floors at City Center Plaza in downtown Bellevue, boosting its footprint to nearly ...

Rising adoption of generative AI models from OpenAI and Anthropic directly affects the major cloud computing platforms.