Azure/OpenAI-driven cloud growth, rising bookings and backlog, plus Windows 10 EoS catalyst. Click here to read my latest ...

Microsoft and OpenAI on Tuesday said they had reached a deal to allow the ChatGPT maker to restructure itself into a public benefit corporation, valuing OpenAI at $500 billion and clearing the way for ...

Microsoft has offloaded OpenAI's risks while keeping the benefits, making it the best Big Tech AI play, according to one analyst D.A. Davidson estimates that Microsoft captures roughly 75% of OpenAI's ...

Microsoft and OpenAI are overhauling their partnership as part of a major recapitalization effort aimed at preparing for the arrival of artificial general intelligence (AGI). Under the new structure, ...

Microsoft (MSFT) is initiated at a sell rating due to heightened risk from deep financial and operational dependence on ...

OpenAI has a new structure that sees its nonprofit arm oversee a new public benefit corporation. CEO Sam Altman has said the restructuring, which should make it easier to attract investment, is ...

Microsoft will pay to use Anthropic’s AI in Office 365 apps, The Information reports, citing two sources. The move means that Anthropic’s tech will help power new features in Word, Excel, Outlook, and ...

Today Microsoft is incorporating GPT-5, OpenAI’s best AI system to date, into a wide variety of its products, to bring new reasoning capabilities and improvements to coding and chat across its ...

After months of speculation over artificial general intelligence (AGI) tensions, Microsoft and OpenAI have finally redrawn the lines of their partnership. In a joint announcement posted on both ...

You can call 2025 the year of the robot, at least for the major AI companies. While companies such as Anthropic, Meta and xAI ...

Microsoft’s close relationship with OpenAI might seem like a red flag — but it could actually be the key to helping the company outperform the rest of the “Magnificent Seven,” according to one analyst ...