A report suggests a rift between Microsoft and OpenAI, further indicating that the latter may be drifting away from Microsoft ...
Oracle's competitive pricing and strategic positioning make it an ideal partner for OpenAI, complementing Microsoft's Azure ...
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
According to a report from The Information, OpenAI recently told investors that it expects SoftBank-backed Stargate to ...
BofA notes that The Information first reported last Friday that OpenAI is planning to shift some spending on GPU compute from Microsoft (MSFT) ...
The hundreds of billions of dollars flowing into AI development has drawn concern that the boom could actually be a bubble.
OpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The Information reported on Friday. By ...
SoftBank-backed Stargate project marks OpenAI’s transition from Microsoft, yet rising costs push data center spending higher.