Microsoft Reset With OpenAI Puts Azure AI Moat Under Investor Focus

Microsoft and OpenAI have agreed to end Azure cloud exclusivity for OpenAI models and remove revenue sharing between the ...
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Azure capacity crunch to persist into 2026 despite record AI spend

Microsoft’s Azure cloud is expected to face capacity constraints well into 2026, limiting new subscriptions in key U.S. regions despite unprecedented infrastructure investment. The surge in AI ...

OpenAI ends Microsoft legal peril over its $50B Amazon deal

OpenAI has won major concessions from its largest shareholder, Microsoft, that will allow it to sell products on AWS, while ...

OpenAI and Microsoft renegotiated their deal for the second time in 6 months. See what's new.

Under its new agreement with Microsoft, OpenAI has the green light to work with other cloud providers like Amazon — with some ...

Microsoft, OpenAI change terms of deal so startup can court Amazon and others

By Aditya Soni, Akash Sriram and Stephen Nellis April 27 (Reuters) - Microsoft and OpenAI renegotiated a pact that let ...