Azure
AI
Technology
OpenAI ends Microsoft exclusivity, unlocks AWS enterprise distribution
AWS gains direct access to OpenAI's models through $38 billion partnership as Microsoft's exclusive distribution rights expire, reshaping the enterprise AI distribution landscape.
AI
Markets
Amy Hood’s $120 Billion Bet: Microsoft’s CFO Navigates AI Capex Without a Map
Capital discipline meets innovation FOMO as Microsoft commits record infrastructure spend against mounting questions over ROI timelines and energy constraints.