OpenAI generated $10 billion in revenue for Microsoft in the quarter ended Sept. 30, about 11% of Microsoft's total, ...

Microsoft holds a stake in OpenAI that no public market has ever priced, and one investor argues that gap between the stock and the business is exactly where the opportunity lives.

OpenAI revenue hit $10bn for Microsoft. Nadella says relying on a few big buyers is ‘not a business as far as I’m concerned’.

Microsoft adds Anthropic's Claude to Copilot, giving users a choice between AI models. Here's what the shift means for businesses and OpenAI.

OpenAI's new promise sounds like a clean fix for angry voters, but its fine print leaves out the leased campuses and partner ...

Buy shares of a liquid proxy that tracks OpenAI’s enterprise upside—e.g., Microsoft (MSFT). Rationale: the article says OpenAI’s enterprise revenue is surging (70% annualized growth in Q3) and revenue ...

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 ...

In 2019, Microsoft made a $1 billion investment in OpenAI to make Azure OpenAI’s exclusive cloud partner. Since then, Microsoft has invested about $12 billion in OpenAI. Over the years, Microsoft's ...

Recent incidents expose critical security risks with autonomous AI agents, which act unsupervised using credentials and tools. OpenAI, Anthropic, and Microsoft faced breaches where agents escaped test ...

The revised target comes after a sharp selloff in technology stocks and as rival Anthropic prepares for a possible public debut.

Microsoft Corporation delivered a strong Q1, with Azure revenue surging 48% and operating margins holding at 50%. Read more ...

In a third September survey on agentic context layers, 58% of companies running retrieval in production said they use OpenAI’s retrieval and 50% use Google’s Vertex AI Search. The most-used standalone ...