OpenAI and Microsoft have solved the big details of their complicated partnership — for now, anyway. Why it matters: The restructuring gives both companies more flexibility, but also lets them compete more effectively against each other.

The deal will give Microsoft access to compute infrastructure built with Nvidia's GB300 GPUs, which will be deployed over phases through 2026.

Microsoft has reported an 18% increase in quarterly sales, reaching $77.7 billion, surpassing Wall Street expectations

Microsoft's earnings call kicks off at 5:30 p.m. Eastern time, and the company saves some of its most pertinent information for then. The company doesn't offer guidance in its report, so investors will be listening for forecasts around Azure and the business more generally once the call begins.

The next day, the Department of Homeland Security used more Halo imagery in an ICE recruitment post that read “Destroy the Flood” and was captioned “Finishing this fight,” references to Halo‘s alien enemy (a clear and gross allusion to the U.

Fears that artificial intelligence investments have been overhyped sent the tech-heavy Nasdaq down 1.2% by approximately 2:45 p.m. ET.

Analysts say Microsoft is still in the early innings of driving uptake for Copilot, its artificial-intelligence assistant that runs in the Microsoft 365 software suite. Microsoft executives cited signs of momentum on the earnings call,

Three of the biggest US tech companies reported record profits and record infrastructure spending on Wednesday, fueling speculation about a possible AI market bubble.

Microsoft is making a $7.3 billion bet on data centers in Racine County -- a sum that almost surely will grow -- that it hopes will pay off in the future, despite uncertainty about the economy and AI.

The Microsoft Store has joined the growing list of services affected by a major outage sweeping across the tech giant’s ecosystem. Alongside Azure, Teams, Outlook, and Microsoft 365, the Store’s downtime is compounding users' frustrations and fueling speculation about what’s really going on.