Microsoft's over-reliance on OpenAI exposes it to counterparty risk and margin pressure. Click here to see why the stock is a ...

OpenAI has found itself in a tough spot after reaching an agreement with the Pentagon to deploy its AI systems. The agreement, which OpenAI CEO Sam Altman later admitted was rushed, was met with ...

Microsoft shares slid after hours, despite the company beating earnings expectations for its Q2. Analysts pressed CEO Satya Nadella and CFO Amy Hood about Azure's slowing revenue growth. Wall Street ...

Microsoft (MSFT) has locked in $250 billion in incremental Azure purchases from OpenAI and reported Intelligent Cloud revenue of $32.91 billion in Q2, up 29% YoY, with Azure growing 39% and capital ...

OpenAI CEO Sam Altman is still in the hot seat this week after his company signed a deal with the US military. OpenAI employees have criticized the move, which came after Anthropic’s roughly $200 ...

ChatGPT maker OpenAI, exercising newfound freedom under its renegotiated Microsoft partnership, will expand its cloud footprint for training and running AI models to Amazon’s infrastructure under a ...

OpenAI restructured the company, valuing Microsoft's stake at approximately $135 billion. The deal also redefines some key parts of the relationship. Microsoft Azure, which benefits from OpenAI, could ...

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 ...

OpenAI proposes taxes on AI profits, public wealth funds, and expanded safety nets to address job loss and inequality, blending redistribution with capitalism as policymakers debate AI’s economic ...

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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