If OpenAI goes public, it will bolster its investment case even further because now Microsoft has a $203 billion investment ...

Microsoft (MSFT) is rated a buy, driven by a 112% Y/Y surge in commercial bookings and a $392B RPO backlog, signaling structural AI demand. MSFT's AI Factory strategy and Copilot integration underpin ...

Microsoft is steadily broadening Azure's AI platform so developers have both richer building blocks for AI application development and more flexibility in where those applications can run. The effort ...

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 ...