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We rate Microsoft as a Strong Buy, driven by robust Azure growth and strategic AI investments. MSFT maintains top cloud market positioning, with Azure’s share rising from 14% (2021) to 21% (2025), ...

VentureBeat survey finds 48% of enterprises running AI in production use Google as their primary platform, surpassing OpenAI and Microsoft Azure.

OpenAI customers don't also have to be Azure customers following the artificial intelligence company's renegotiation of a pact that required Microsoft exclusivity. The AI firm on Tuesday launched on ...

Microsoft is losing its designation as the exclusive provider of computing capacity for OpenAI. Microsoft said it will now have "right of first refusal" when OpenAI asks for more computing capacity.

Microsoft announced on Wednesday that its OpenAI-enabled Azure offerings will be available to more of the federal workforce through a new Defense Information Systems Agency authorization that marks ...

Today Microsoft is incorporating GPT-5, OpenAI’s best AI system to date, into a wide variety of its products, to bring new reasoning capabilities and improvements to coding and chat across its ...

OpenAI’s market share erosion and oligopolistic gen-AI model market dynamics could pressure Microsoft’s large equity stake and weaken bullish valuation narratives around ChatGPT. Azure benefits from ...

A smartphone displaying the ChatGPT application logo is photographed in front of an OpenAI logo screen in Tunis,Tunisia on May 20,2026. Getty Images OpenAI engineers developed a software-only ...

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 ...

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