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.

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'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 stock gets a $655 target from Goldman Sachs, citing strong AI positioning and over 20% EPS growth potential by fiscal 2030.

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 ...

Learn everything you need to know about two of the leading cloud-based infrastructure as a service providers, including how ...

Microsoft reported a $7.6bn increase in net income linked to its investment in OpenAI, underscoring how the AI lab’s rapid ...

A fix is in the works, so stay tuned ...

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 ...