These companies are trading at reasonable valuations that could set up attractive returns.

OpenAI and Microsoft announced major changes to their working relationship. Microsoft's license to OpenAI intellectual property will no longer be exclusive. OpenAI will keep paying a revenue share to ...

On Monday, Microsoft and OpenAI announced that they have, once again, renegotiated the deal binding the two companies. Despite some opinions on X that frame it as a victory for the ChatGPT maker over ...

Microsoft and OpenAI on Monday announced a sweeping overhaul of the partnership that has defined the commercial AI era, dismantling key pillars of exclusivity and revenue-sharing that bound the two ...

Microsoft has released three AI models created in-house, in a move that signals a push toward greater independence from its longtime partner, OpenAI. MAI-Transcribe-1, MAI-Voice-1, and MAI-Image-2 — ...

Microsoft launched seven first-party AI models at Build 2026, creating a direct alternative to OpenAI’s offerings on Azure and signaling a strategic shift in how the company plans to serve developers.

OpenAI and Microsoft have come to an agreement, terminating the partnership between the two seven years after they first joined forces. The companies first entered a partnership back in 2019, with ...

It takes a lot of computing power to run an AI product — and as the tech industry races to tap the power of AI models, there’s a parallel race underway to build the infrastructure that will power them ...