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

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

Microsoft reported a $7.6bn increase in net income linked to its investment in OpenAI, underscoring how the AI lab’s rapid ...

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

All the promises in the world won't pay the GPU bills when the music stops What should have been a banner second quarter for ...

Microsoft Azure's AI inference accelerator Maia 200 aims to outperform Google TPU v7 and AWS Inferentia with 10 Petaflops of FP4 compute power.

Learn everything you need to know about two of the leading cloud-based infrastructure as a service providers, including how ...

Microsoft's capital expenditure jumped to $10.7 billion this past quarter as the company said it was spending heavily on data centers, compute, and networking. Already up from the previous quarter's ...

Microsoft stock gets a $655 target from Goldman Sachs, citing strong AI positioning and over 20% EPS growth potential by fiscal 2030.

Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to ...

Microsoft, Nvidia and Anthropic have entered into a far-reaching partnership that blends new investments with a large multiyear cloud commitment, tightening ties among three major players in ...

Microsoft's net income saw a significant $7.6 billion increase last quarter, thanks to its investment in the rapidly growing ...