Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...

Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to ...

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

OpenAI announced Wednesday that it had reached a multi-year agreement with AI chipmaker Cerebras. The chipmaker will deliver 750 megawatts of compute to the AI giant starting this year and continuing ...

Microsoft (MSFT) has become one of Anthropic’s (ANTHRO) top customers and was recently on track to spend about $500M a year for Anthropic AI to power Microsoft products, The Information reported, ...

Meta CEO Mark Zuckerberg has shared new details about a major infrastructure push at the company, following his recent announcement that former board member Dina Powell McCormick is joining Meta as ...