OpenAI, Microsoft and NVIDIA
Digest more
Microsoft, one of OpenAI's major investors, is benefiting greatly from the AI lab's growth.
OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Microsoft reported $81.3B in revenue and 29% cloud growth with AI scale, OpenAI stakes, and CapEx risks. Read why MSFT stock is upgraded to strong buy.
With its early investments in OpenAI, Microsoft got a jump start in the AI race. Now, it’s hoping Anthropic’s Claude can help it continue to advance.
Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over capacity limits, rising AI costs, and Azure growth.
The post Microsoft’s Q4 Earnings Reveal Billion-Dollar OpenAI Returns appeared first on Android Headlines.
CNBC's Deirdre Bosa reports on news regarding Microsoft's OpenAI exposure.
OpenAI is in talks to raise close to $40bn from Nvidia, Microsoft and Amazon, three of its largest infrastructure providers, as part of its blockbuster $100bn funding round.
1don MSN
Microsoft beats expectations, cloud tops $50B as OpenAI and Anthropic deals reshape its business
Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it also showed continued signs… Read More