Microsoft’s new OpenAI deal strengthens long-term Azure growth outlook

UBS called Microsoft’s revised agreement with OpenAI “a positive,” saying the $250 billion commitment provides stronger visibility into future Azure cloud revenue and reaffirms Microsoft’s central ...
DatacenterDynamics

OpenAI completes for-profit move, Microsoft given 27% stake and $250bn Azure contract but no longer has cloud right of first refusal

This January, OpenAI announced Stargate, a $500bn joint venture with cloud provider Oracle (as well as SoftBank, OpenAI, and ...

Expert panel will determine AGI arrival in new Microsoft-OpenAI agreement

The new agreement maintains Microsoft as OpenAI’s frontier model partner and preserves Microsoft’s exclusive rights to OpenAI’s IP and Azure API exclusivity until the threshold of AGI is reached.

Bill Gates Told Satya Nadella 'You're Going To Burn This Billion Dollars' By Investing In OpenAI — But Microsoft's Bet Became A 100-Bagger

When Bill Gates cautioned Satya Nadella that Microsoft Corporation's (NASDAQ:MSFT) $1 billion OpenAI investment could go up ...

OpenAI Agreement Supports Microsoft’s (MSFT) Growth Prospects, Mizuho Says

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Analysts are Tracking Closely. On October 28, Mizuho reiterated ...

Microsoft Shares Rally on Renewed OpenAI Deal, $135B Stake Value Propels Market Cap Over $4 Trillion Mark

Microsoft’s roughly 27% stake in OpenAI Group PBC, including shares owned by employees, investors, and the OpenAI Foundation, is worth around $135 billion at current valuations, a staggering sum that ...