Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Lily Mara explains how to avoid high-risk ...
We rate Microsoft as a Strong Buy, driven by robust Azure growth and strategic AI investments. MSFT maintains top cloud market positioning, with Azure’s share rising from 14% (2021) to 21% (2025), ...
Microsoft announced on Wednesday that its OpenAI-enabled Azure offerings will be available to more of the federal workforce through a new Defense Information Systems Agency authorization that marks ...
OpenAI customers don't also have to be Azure customers following the artificial intelligence company's renegotiation of a pact that required Microsoft exclusivity. The AI firm on Tuesday launched on ...
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 ...
OpenAI has completed its restructuring into a nonprofit with a controlling equity stake in its for-profit business. The nonprofit holds an equity stake currently worth about $130 billion in its ...
OpenAI’s market share erosion and oligopolistic gen-AI model market dynamics could pressure Microsoft’s large equity stake and weaken bullish valuation narratives around ChatGPT. Azure benefits from ...
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 ...
VentureBeat survey finds 48% of enterprises running AI in production use Google as their primary platform, surpassing OpenAI and Microsoft Azure.
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 ...
A smartphone displaying the ChatGPT application logo is photographed in front of an OpenAI logo screen in Tunis,Tunisia on May 20,2026. Getty Images OpenAI engineers developed a software-only ...
After a year of frenzied dealmaking and rumors of an upcoming IPO, the financial scrutiny into OpenAI is intensifying. Leaked documents obtained by tech blogger Ed Zitron provide more of a glimpse ...
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