Things have changed since Microsoft and OpenAI announced a broad agreement following OpenAI's restructuring in October.

On Monday, Microsoft and OpenAI announced that they have, once again, renegotiated the deal binding the two companies. Despite some opinions on X that frame it as a victory for the ChatGPT maker over ...

Microsoft and OpenAI on Monday announced a sweeping overhaul of the partnership that has defined the commercial AI era, dismantling key pillars of exclusivity and revenue-sharing that bound the two ...

The updated OpenAI deal. Updates on Microsoft Azure’s growth. And whether Copilot is growing in usage by Microsoft’s installed base. These are some of the major subjects expected to come up when the ...

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. But the number that jumped out to us when ...