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OpenAI inks $38B deal with AWS for some non-Azure cloud computing

Amazon deal still dwarfed by $250B Azure commitment made as part of OpenAI's for-profit transformation OpenAI has signed a ...

The Most Impressive Number in Microsoft's Q1 Earnings Report

Microsoft delivered a strong fiscal 2026 Q1 earnings report on Wednesday, but investors' jitters about its surging capital ...

Microsoft's massive AI spending draws investor concerns as cloud business booms

Microsoft's AI infrastructure spending to meet growing cloud services demand is outpacing Wall Street expectations, deepening ...

OpenAI’s $38B cloud deal with Amazon takes ChatGPT maker further beyond Microsoft

In a major expansion of its cloud partnerships, OpenAI signed a $38 billion deal with Amazon Web Services to train and run future AI models, reflecting both the scale of the AI boom and the ...

Microsoft’s computing capacity crunch persists despite heavy spending

Microsoft is still suffering from a computing capacity crunch despite massive spending on data centres, a scenario that ...

For Microsoft, it all comes down to the cloud

Perhaps no number is more important to Microsoft investors than the company's growth rate in the cloud. Microsoft's Azure ...