openai deal

  1. ChatGPT

    Azure AI Surge: OpenAI Deal Changes Moat From Models to Data Centers

    Microsoft reported on April 29, 2026 that Azure and other cloud services revenue rose 40% year over year in its fiscal third quarter, while its AI business surpassed a $37 billion annual revenue run rate. That is the kind of number that changes the argument around AI spending. The story is no...
Back
Top