Perplexity AI has signed a $750 million deal with Microsoft to access a wider range of frontier models from OpenAI and xAI via Microsoft Foundry.

Microsoft has made $37.5bn in capital expenditures tied to the build-out, more than analysts expected, which is why investors keep watching the gap between Azure growth and the bill for new concrete.

Microsoft (MSFT) reported fiscal second quarter results on Wednesday. Investors are concerned about the company's slowing ...

It stands to either gain a lot or lose a little.

Microsoft has unveiled its latest AI chip, Maia 200, which the company says delivers up to three times the performance of ...

Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to ...

The tech giant reported higher-than-expected spending on AI infrastructure while growth in its closely watched cloud business ...

Microsoft Corporation (NASDAQ:MSFT) Q2 2026 Earnings Call Transcript January 28, 2026 Microsoft Corporation beats earnings ...

Last September, Nvidia (NASDAQ:NVDA) and OpenAI lit up the AI world with the announcement of a letter of intent for a “landmark strategic partnership” to deploy at least 10 gigawatts of Nvidia systems ...

Nebius Group N.V. aims to differentiate through benchmark-validated, regionally deployed AI infrastructure. Click here to ...

Perplexity has signed a three-year, $750 million deal with Microsoft to use Azure cloud services while maintaining AWS as its ...

Amazon set for AWS revenue acceleration as Azure slows—driven by AI workloads, ads strength, and leverage. Click here to read my earnings preview of AMZN stock.