OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...
Microsoft (NASDAQ:MSFT) Azure has deployed its first large-scale cluster of Nvidia's (NASDAQ:NVDA) GB300 NVL72 systems, which feature more than 4,600 Blackwell Ultra GPUs connected with the ...
Oct. 10, 2025 — Microsoft Azure announced the NDv6 GB300 VM series, which the company said is the first supercomputing-scale production cluster of NVIDIA GB300 NVL72 systems, built for OpenAI AI ...
The deal positions Snowflake to compete with Databricks in AI while giving OpenAI enterprise distribution beyond Microsoft’s ecosystem.
At the same time, OpenAI has contracted to purchase an incremental $250 billion in Microsoft Azure cloud services. However, in a significant concession in return for that certainty, Microsoft will no ...
The move formalizes OpenAI’s ties with Microsoft, granting the tech giant long-term access to its AI models while locking in a $250 billion Azure commitment. OpenAI, the developer behind ChatGPT, has ...
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