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

Microsoft's Jorge Palma reveals how Azure Kubernetes Service scales to 75,000 nodes for OpenAI while maintaining open source ...

The updated OpenAI deal. Updates on Microsoft Azure’s growth. And whether Copilot is growing in usage by Microsoft’s installed base. These are some of the major subjects expected to come up when the ...

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

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 ...

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 ...

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 ...

Microsoft Corp. has built a big business selling AI models to Chinese companies despite the growing rivalry between the US ...

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 ...

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 ...