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 ...

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 ...

The deal positions Snowflake to compete with Databricks in AI while giving OpenAI enterprise distribution beyond Microsoft’s ecosystem.

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OpenAI is an artificial intelligence organization comprised of the non-profit OpenAI, Inc. and several for-profit subsidiaries. The company is perhaps best known for its ChatGPT chatbot, which ...

Microsoft is facing capacity constraints, and OpenAI is driving a large portion of the backlog in its cloud computing business. The company said its backlog in commercial bookings, a metric referred ...

“We are pushing the frontier across our entire AI stack to drive new value for our customers and partners," indicated Microsoft CEO Satya Nadella while reporting on the company's financial results for ...

Microsoft beat consensus on the top and bottom lines, as cloud growth moderated. The company had $37.5 billion in quarterly capital expenditures and finance leases, above Wall Street's $34.3 billion ...

Anthropic’s CEO discusses his company’s $10 billion raise, the fields that are most at risk of AI-driven employment disruption and the state of safety in AI development. Photo: Maurizio Martorana for ...