In a move that’s drawing attention across the cloud computing and artificial intelligence sectors, Oracle and OpenAI have reportedly paused expansion plans tied to a major, high-profile data center initiative. While large-scale infrastructure projects ...

OpenAI recently struck an unusual deal to lessen its dependence on Nvidia’s AI chips and potentially lower its computing expenses in the coming years. OpenAI has agreed to pay Cerebras more than $20 billion to use servers powered by the firm’s chips over the next three years,

In an internal memo, OpenAI's new revenue chief pointed to the artificial intelligence company's ongoing effort to reduce its reliance on Microsoft.

"Remember this was a nonprofit, and I think Bill even said, 'Yeah, you're going to burn this billion dollars,'" Satya Nadella said of Microsoft's $1 billion investment into OpenAI in 2019.Jason Redmond/AFP via Getty Images Microsoft is facing capacity ...

AI is starting to change how large organisations use cloud data platforms. What began as a way to store information cheaply and scale analytics has become central to reporting, dashboards, and business intelligence. The shift now is not where data lives in ...

The AI company said in 2025 it had the opportunity to be an "initial offtaker" at the data center, which OpenAI positioned under the umbrella of its "Stargate" infrastructure proj

Microsoft's artificial-intelligence revenue could take off in the coming quarters as its backlog of cloud-computing deals swells. The company is on track to announce its "largest sequential step-up" in remaining performance obligations ever, according to ...

While Microsoft's enterprise software business should largely be protected from AI disruption, given how ingrained it is, and its cloud computing is growing fast and has big commitments from OpenAI, it's not the best opportunity in the cloud space,

Anthropic, maker of the chatbot Claude that competes with OpenAI’s ChatGPT, said it is committed to buying $30 billion in computing capacity from Microsoft’s Azure cloud computing platform. As part of the partnership, Nvidia will also invest up to $10 ...

Billion-dollar partnerships have sent CoreWeave’s stock up 30%.