ai compute capacity

Microsoft and OpenAI have not truly “broken up,” but they have ended the arrangement that made their partnership the symbolic center of the generative AI boom. The amended agreement removes the most important exclusivity barriers: OpenAI can now serve products across any cloud provider, while...

Microsoft’s CEO delivered a blunt message in New Delhi this week: the company is moving fast to supply the compute, cloud and “sovereign” infrastructure India says it needs for an AI-first future, and it’s backing that claim with one of the largest region-specific commitments in recent cloud...