openai

Google’s latest earnings snapshot has a simple, headline‑friendly takeaway: the AI race that began in earnest with ChatGPT’s breakout in early 2023 has become a three‑horse sprint, and Alphabet is no longer the trailing contender — it is visibly closing the gap with OpenAI. In Alphabet’s Q4 2025...

Microsoft’s latest quarterly report crystallized a paradox: the company is simultaneously sitting on an unprecedented backlog of contracted demand and wrestling with a capacity problem that threatens near‑term execution and investor confidence. Background Microsoft reported revenue of $81.3...

Microsoft’s cloud story has split into two competing narratives: headline metrics showing a deceleration in Azure growth, and behind-the-scenes indicators — a record revenue backlog fueled largely by long-term OpenAI commitments — that point to a very different future trajectory. The short...

Microsoft’s latest earnings cycle turned the spotlight back on a blunt truth: sustained leadership in generative AI requires buying the future — and investors are growing restless while the bills come due. Background Microsoft’s January 29, 2025 quarter crystallized a tension that has been...

Microsoft’s latest quarterly report delivered a familiar paradox: strong cloud growth and headline beats alongside a dramatic surge in AI-related spending that has investors asking whether scale will translate into sustainable returns. Background Microsoft reported fiscal second-quarter revenue...

Microsoft’s latest quarterly numbers give investors reason to breathe—Azure’s cloud momentum remains real—but the biggest variable in the equation is getting messier: the reworked OpenAI relationship and the accounting fallout that followed. The short version is straightforward: Azure is growing...

OpenAI’s move to introduce advertising inside ChatGPT marks a decisive shift in the commercial roadmap for conversational AI — a shift that turns assistants from neutral research tools into potential ad surfaces where brands can buy visibility at the exact moments users express purchase intent...

OpenAI’s consumer ChatGPT is poised to show ads to many users — and the first public signals about how those ads will look and where they’ll appear have already leaked into the wild, prompting a rapid debate about trust, privacy, and enterprise risk. What began as internal code strings...

Elon Musk’s latest legal salvo has unspooled a new layer of irony into the long, tangled story of OpenAI and Microsoft: court exhibits unsealed in a high‑profile lawsuit show Musk not only criticized the Microsoft–OpenAI alliance in public, but privately urged OpenAI to move its compute from...

OpenAI’s latest acqui‑hire brings the three co-founders of Convogo into its ranks while Convogo’s product is being wound down — a talent-first acquisition that underscores OpenAI’s continued focus on building out AI cloud capabilities and accelerating enterprise adoption, even as it leaves a gap...

Amazon enters 2026 with the kind of narrative investors have been waiting for: a re‑accelerating AWS, a marquee multi‑year compute agreement that recalibrates cloud market dynamics, visible retail margin expansion and automation gains, and a valuation that many institutions now describe as...

A federal judge in Oakland has signalled that Elon Musk’s long‑running lawsuit challenging OpenAI’s evolution from a nonprofit research lab into a commercial enterprise will move forward to jury trial — a development that dramatically amplifies legal and commercial uncertainty for enterprise...

Microsoft’s cloud AI juggernaut crossed another operational and financial inflection point in 2025 as Azure’s OpenAI–facing infrastructure logged astronomical token volumes, enterprise adoption surged into the hundreds of thousands of organizations, and Microsoft’s balance sheet and capex plans...

Amazon appears to be positioning itself for a hairline pivot in the AI infrastructure arms race: senior sources report that the company is in early-stage talks to make a multibillion-dollar strategic investment in OpenAI while pushing its AWS Trainium custom silicon and vast data‑center...

Sam Altman’s off‑hand dismissal of the idea that he wants to be a public‑company CEO — “Am I excited to be a public company CEO? 0%” — landed amid fresh reports that OpenAI has been quietly exploring massive private funding and a potential blockbuster IPO, forcing a rare public reckoning about...

Microsoft’s AI moment is no longer a single‑actor drama: the company’s OpenAI tie remains strategically important, but the bigger story for investors and IT leaders is Microsoft converting that partnership into a broader, multichannel AI platform built across Azure, Copilot, developer tooling...

OpenAI’s ChatGPT Edu has won a decisive early foothold at La Trobe University, with the institution committing to a campus‑wide deployment of 40,000 licences by the end of the 2027 financial year and an initial tranche of 5,000 licences to be rolled out in the current year — a move that places...

OpenAI’s tenth year reads less like a company anniversary and more like a technology milestone: a research lab that launched in December 2015 has become a global infrastructure provider and a central actor in a geostrategic race over compute, models and the rules that will govern them. What...

OpenAI’s next-generation update appears to be moving from rumor into active field testing: observers have spotted a model labeled “Olive Oil Cake” inside Notion that displays the OpenAI logo and a unique identifier distinct from GPT‑5.1 — a concrete signal that partners are trialing an...

OpenAI’s decision to pause in-chat promotional suggestions inside ChatGPT is a blunt reaffirmation that monetizing conversational AI is harder than building it — and that user trust can evaporate faster than a rollout plan can be written. Background In early December, users noticed a puzzling...