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 ...

The worst-performing "Magnificent Seven" stock of 2026 owns about a quarter of one of the biggest IPOs in the pipeline.

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 ...

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 ...

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 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 is reportedly considering a lawsuit against Amazon and OpenAI, arguing that their recent $50 billion cloud deal violates its exclusive Azure agreements. For many years, OpenAI and Microsoft ...

Microsoft’s Azure cloud business accelerated in the March quarter, growing 40% and topping the company’s own forecast, giving the tech giant a new answer to questions about its ability to translate ...