OpenAI generated $10 billion in revenue for Microsoft in the quarter ended Sept. 30, about 11% of Microsoft's total, ...

OpenAI revenue hit $10bn for Microsoft. Nadella says relying on a few big buyers is ‘not a business as far as I’m concerned’.

Microsoft holds a stake in OpenAI that no public market has ever priced, and one investor argues that gap between the stock and the business is exactly where the opportunity lives.

Microsoft's latest quarterly filing reveals it partly owns one of its biggest customers, and the money flowing between them ...

Microsoft adds Anthropic's Claude to Copilot, giving users a choice between AI models. Here's what the shift means for businesses and OpenAI.

Recent incidents expose critical security risks with autonomous AI agents, which act unsupervised using credentials and tools. OpenAI, Anthropic, and Microsoft faced breaches where agents escaped test ...

Microsoft's Azure cloud business brought in $33.2 billion in the September quarter, up 48%, the first time the company has reported Azure's quarterly revenue. Total revenue rose 19% to $92.3 billion, ...

Microsoft Corporation delivered a strong Q1, with Azure revenue surging 48% and operating margins holding at 50%. Read more ...

The revised target comes after a sharp selloff in technology stocks and as rival Anthropic prepares for a possible public debut.

Anxiety about the company's massive capital expenditures (which were $116 billion in its fiscal 2026) may have weighed on the stock. Its Copilot platform suffers from a perception that it is not the ...

In a third September survey on agentic context layers, 58% of companies running retrieval in production said they use OpenAI’s retrieval and 50% use Google’s Vertex AI Search. The most-used standalone ...