In his newly built palace near Tokyo, lined by stone statues of Roman emperors and surrounded by an 18-hole golf course, Masayoshi Son was stewing. After declaring for years the imminent arrival of the artificial-intelligence revolution,

Microsoft is OpenAI's largest investor, with a 49% stake, translating to $14 billion. As part of its complicated partnership with the ChatGPT maker, Microsoft was once the exclusive cloud computing partner for OpenAI. However, OpenAI's $500 billion investment in computing infrastructure changes its relationship with Microsoft.

Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data center supply.

Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.

The software giant was previously the exclusive cloud provider for OpenAI and now retains right of first refusal.

Microsoft won’t be the sole cloud provider for OpenAI but can decide whether to deliver the capacity or allow another company to do it.

Microsoft gains $4.5 billion of annual revenue for every $1 increase in monthly fees from Microsoft 365/Office users. Read why MSFT stock is a Buy.

It also means that OpenAI’s API will be exclusive to Microsoft’s Azure cloud computing platform. Following around $14 billion investment into the AI company, Microsoft confirmed it remains "a ...

Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.

The tech giant’s revenue was up 12 percent to $69.6 billion, but investors are showing their nerves after a long boom for tech stocks.

Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to build enough data centers to handle demand for its artificial intelligence products.