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

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

Microsoft, one of OpenAI's major investors, is benefiting greatly from the AI lab's growth.

Microsoft Azure's AI inference accelerator Maia 200 aims to outperform Google TPU v7 and AWS Inferentia with 10 Petaflops of FP4 compute power.

All the promises in the world won't pay the GPU bills when the music stops What should have been a banner second quarter for ...

The cloud changed IT forever. And then containers changed the cloud. And then Kubernetes changed containers. And then microservices usurped monoliths, and so it goes in the cloudscape. Microsoft's ...

Microsoft's capital expenditure jumped to $10.7 billion this past quarter as the company said it was spending heavily on data centers, compute, and networking. Already up from the previous quarter's ...

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

Microsoft, Nvidia and Anthropic have entered into a far-reaching partnership that blends new investments with a large multiyear cloud commitment, tightening ties among three major players in ...

AI search startup Perplexity signed a $750 million, three-year deal with Microsoft to run multiple frontier AI models on Azure, diversifying compute access while keeping AWS as its primary cloud ...

Microsoft’s deal with OpenAI has ‘evolved’ to include a right of first refusal on supplying new capacity. Microsoft’s deal with OpenAI has ‘evolved’ to include a right of first refusal on supplying ...

Forbes contributors publish independent expert analyses and insights. Paul-Smith Goodson is an analyst covering quantum computing and AI. Microsoft and its collaborators on the Azure Quantum project ...