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Microsoft’s AI edge under scrutiny as OpenAI turns to rivals for cloud services
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Microsoft investors head into Wednesday’s earnings with one big question: is the company’s artificial intelligence edge at risk as partner OpenAI turns to rivals Google, Oracle and CoreWeave for cloud services?
Exclusive licensing deals and access to OpenAI’s cutting-edge models have made Microsoft one of the biggest winners of the generative AI boom, fueling growth in its Azure cloud business and pushing its market value toward $4 trillion.
In the April-June quarter, the tie-up is expected to have driven a 34.8% increase in Azure revenue, in line with…
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