The Verge1mon
Microsoft is letting OpenAI get its own AI compute now
Microsoft’s deal with OpenAI has ‘evolved’ to include a right of first refusal on supplying new capacity. Kylie Robison is a senior AI reporter ... adjusted their partnership so that OpenAI ...
Microsoft is boosting capacity to support OpenAI’s GPT-4-5, GPT-5 models
Engineers at Microsoft are boosting infrastructure capacity in preparation for the latest iterations of OpenAI’s large ...
Musk Vs. Altman: Value And Reality Of Open AI
Musk’s bid for OpenAI - I doubt the business rationale for the bid. However, the bid itself could signal an issue with the ...
Microsoft: Owning The AI Stack Helps To Counter The DeepSeek Threat
Microsoft’s AI integration strengthens its position. Read why MSFT stock remains a solid buy despite the impact of DeepSeek’s ...
Wall Street Journal29d
OpenAI’s Stargate Deal Heralds Shift Away From Microsoft
Kevin Weil talks about why OpenAI, SoftBank and Oracle are planning a massive investment in A.I. infrastructure in the U.S. Weil spoke with WSJ’s Joanna Stern at Journal House in Davos.
How Stargate Partners Oracle, Open AI, Nvidia And Softbank Aim To Transform Healthcare
The $500 billion Stargate project will be critical to "maintain American leadership in AI," one of the partners said in a statement.
Telefonica1d
Telefónica and Microsoft expand their collaboration to accelerate the adoption of Open Gateway in the industry by leveraging Kernel
Telefónica and Microsoft extend collaboration focused on developing digital solutions based on Open Gateway through Kernel.
OpenAI teases “new era” of AI in US, deepens ties with government
On Thursday, OpenAI announced that it is deepening its ties with the US government through a partnership with the National ...
Seeking Alpha24d
Oracle: Claiming Its Place Among The Hyperscalers
Moreover, similar to what we have seen from the Microsoft/ Open AI partnership, the strengthened partnership with OpenAI could unlock new technological synergies, putting Oracle at the center of ...