HOLD as Azure nears AWS with 39% growth. 2026 could be a make-or-break year for AI-accelerated growth. See more on MSFT here.

OpenAI Raises $110 Billion as it accelerates AI infrastructure growth across cloud, chips and global compute capacity.

While reaffirming its Microsoft partnership, the company is building a Bedrock-native orchestration layer that positions it firmly in multi-cloud territory.

OpenAI has announced a new $110 billion investment in its business, which breaks down to include $30 billion from Nvidia, $30 ...

OpenAI’s wide-ranging partnership with Amazon, announced on Friday as part of a bigger series of funding agreements valuing ...