Tag: OpenAI

OpenAI Signs $38 Billion AWS Deal While Failing to Prove Real Revenue

OpenAI inks a massive AWS partnership, but billions in losses raise doubts about whether the AI giant can ever deliver sustainable returns.

OpenAI Burns Billions While Microsoft Hides the Losses in Plain Sight

The numbers are staggering. OpenAI is bleeding billions, losses so large that Microsoft, which owns roughly 27% of the company, had to swallow a $4.1 billion hit to its own net income last quarter.

OpenAI’s Corporate Evolution and Microsoft’s Strategic Place Within It

OpenAI’s shift to a public benefit corporation, backed by Microsoft’s $135 billion stake, redefines their partnership with extended IP rights, Azure commitments, and new flexibility for future AI competition

Dire Warning: Microsoft’s AI Gambit and the Dawn of Tech’s Next Big Bubble

Deutsche Bank calculates that, without tech-related investment (read: AI and data center spending), the U.S. would already be in a recession in 2025. In other words, AI is currently propping up GDP, just as telecom CapEx did before the dot-com crash.

Microsoft Integrates Claude into Microsoft 365 and Repositions its Enterprise AI Strategy

This architecture allows Microsoft to offer Anthropic’s AI as an optional model within its broader Copilot framework.

Microsoft’s Role Shrinks as NVIDIA Drives $100 Billion Investment in OpenAI

Deployment kicks off in the second half of 2026 on NVIDIA’s next-generation Vera Rubin platform, with both companies co-designing hardware, software, and data center innovations to maximize performance per watt.
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