Microsoft shares slid after hours, despite the company beating earnings expectations for its Q2. Analysts pressed CEO Satya Nadella and CFO Amy Hood about Azure's slowing revenue growth. Wall Street ...

Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in 2026. But the number that jumped out to us when ...

Nearly a year after the developer preview was introduced, OpenAI released the GA version (General Availability) of the Realtime API in August 2025. The Realtime API is a multimodal interface that ...

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The entrance to “Experience Center One” on Microsoft’s Redmond campus. (GeekWire File Photo) Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it ...

Among the "Magnificent Seven," Microsoft has the largest exposure to OpenAI thanks to its 27% stake in the startup's for-profit division. And while Microsoft's investment has given it exclusive access ...

Morgan Stanley finds that OpenAI's revenue contribution to Microsoft Azure over the next few years now appears on track to be more than previously estimated. "While investors continue to debate the ...

OpenAI is an artificial intelligence organization comprised of the non-profit OpenAI, Inc. and several for-profit subsidiaries. The company is perhaps best known for its ChatGPT chatbot, which ...

Microsoft suggests that your view of the company's OpenAI revenue concentration is a matter of how you look at things. An analyst pointed out that 45% of the company's backlog now relates to OpenAI.

Microsoft is facing capacity constraints, and OpenAI is driving a large portion of the backlog in its cloud computing business. The company said its backlog in commercial bookings, a metric referred ...