Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over capacity limits, rising AI costs, and Azure growth.

Microsoft’s OpenAI partnership delivers billions in AI revenue, but Azure is struggling under the demand.

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Cory Benfield discusses the evolution of ...

OpenAI’s New Open Models Are Available on Microsoft’s Azure AI Foundry Your email has been sent Developers can now build, test, and deploy applications powered by OpenAI’s gpt-oss models within the AI ...

Today Microsoft is incorporating GPT-5, OpenAI’s best AI system to date, into a wide variety of its products, to bring new reasoning capabilities and improvements to coding and chat across its ...

After a year of frenzied dealmaking and rumors of an upcoming IPO, the financial scrutiny into OpenAI is intensifying. Leaked documents obtained by tech blogger Ed Zitron provide more of a glimpse ...

SoftBank has opened talks to invest an additional $30 billion in OpenAI, just weeks after completing a $41 billion commitment ...

Doha, Qatar - Ooredoo, Qatar’s leading telecommunications provider, announced the launch of an AI-powered outbound sales ...