Microsoft and OpenAI have rewritten the rules of the AI era’s most important commercial alliance, ending Microsoft’s exclusive license to OpenAI products while preserving Azure’s privileged place at the front of the line. The amended agreement keeps Microsoft as OpenAI’s primary cloud partner...
Microsoft’s recent bump in investor attention isn’t accidental: a Morgan Stanley CIO survey that surfaced this week positions the company as the primary beneficiary of a modest but consequential rise in corporate software budgets, and that finding is already reshaping how investors and...