Microsoft’s OpenAI partnership delivers billions in AI revenue, but Azure is struggling under the demand.
Morning Overview on MSN
Microsoft unveils next-gen AI chips to challenge Nvidia’s software power
Microsoft is escalating the AI arms race with a new generation of in-house silicon, positioning its latest accelerator as a ...
Microsoft has introduced Maia 200, its latest in-house AI accelerator designed for large-scale inference deployments inside ...
Microsoft CEO Satya Nadella directly equates the future of AI models (foundation/LLMs) to the historical evolution of the ...
OpenAI has released its first set of open-weight models since GPT-2, and Microsoft is accelerating developer adoption by launching these models-gpt-oss-120b and gpt-oss-20b--on both Azure AI Foundry ...
Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...
Microsoft is transforming its AI research capabilities into enterprise-grade infrastructure with the limited preview launch of enhanced agent support in Azure AI Foundry. At the center of the update ...
Oct. 10, 2025 — Microsoft Azure announced the NDv6 GB300 VM series, which the company said is the first supercomputing-scale production cluster of NVIDIA GB300 NVL72 systems, built for OpenAI AI ...
NVIDIA CEO Jensen Huang just told us what the market already knew but few wanted to price in: we need trillions more dollars ...
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