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OpenAI, Microsoft and NVIDIA

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Overview
 · 8h · on MSN
Microsoft’s $440 billion wipeout, and investors angry about OpenAI’s debt, explained
Microsoft’s stock has plummeted 12% due to a slight miss on revenue, showing how spooked investors are by the "spend now, profit later" AI market

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 · 9h
Nvidia, Microsoft, Amazon Plan Massive $60 Billion Investment in OpenAI
 · 20h · on MSN
Nvidia, Microsoft, Amazon in talks to invest up to $60 billion in OpenAI, The Information reports
 · 1d
Microsoft’s Earnings Surge Is Overshadowed by Data-Center Spending
Microsoft MSFT 0.22%, one of the biggest winners of the AI boom, showed Wednesday how its new deal with OpenAI is paying off but also indicated that it is spending more than what investors expected.

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 · 1d
Microsoft merely meets expectations in the cloud, sending the stock lower
 · 1d
Microsoft capital spending jumps, cloud revenue fails to impress, shares drop after hours
1don MSN

Microsoft gained $7.6B from OpenAI last quarter

Microsoft, one of OpenAI's major investors, is benefiting greatly from the AI lab's growth.
1don MSN

Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
4h

OpenAI is Microsoft’s golden goose — but Azure is cracking under pressure

Microsoft disclosed that OpenAI accounts for approximately 45% of the highlighted commitments. However, it didn't indicate how much the ChatGPT maker contributed in the previous quarter (via Business Insider).
1don MSN

Microsoft beats expectations, cloud tops $50B as OpenAI and Anthropic deals reshape its business

Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it also showed continued signs… Read More
5h

OpenAI in Talks to Raise as Much as $100 Billion

OpenAI’s discussions with Microsoft, Nvidia, Middle Eastern sovereign wealth funds and others could value it at $750 billion or more.
22h

OpenAI in talks to raise $40bn in investments from Nvidia, Amazon and Microsoft

OpenAI is in talks to raise close to $40bn from Nvidia, Microsoft and Amazon, three of its largest infrastructure providers, as part of its blockbuster $100bn funding round.
The Next Platform
1d

Microsoft Is More Dependent On OpenAI Than The Converse

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
2hon MSN

Amazon is reportedly in talks to invest $50 billion in OpenAI

If a deal materializes, it would mean Amazon is backing competing startups in the race for AI supremacy.
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