Microsoft is questioning whether OpenAI’s recent partnership with AWS conflicts with the existing Azure exclusivity arrangement.

Microsoft is considering legal action against Amazon over an AWS-OpenAI deal, raising questions about Azure’s role in AI workloads and the future of the tech giants’ partnership.

Artificial intelligence is currently running on a one-lane CapEx highway that is capacity-constrained. Hyperscaler cloud providers are the largest contributor to the momentum and as such, investors ...

Microsoft has weighed legal action against OpenAI over a $50 billion Amazon cloud deal it believes violates its exclusive Azure agreement.

Microsoft is reportedly preparing a legal challenge against Amazon and its AI partner OpenAI over a multibillion-dollar cloud ...

Microsoft is weighing legal action against OpenAI and Amazon over a proposed $50 billion partnership that could potentially breach its longstanding exclusive cloud agreement ...

Google Cloud is the only hyper-scaler out of the “big three” that gained market share in 2024, and leads in custom silicon. Statistics reveal that for every 1 Nvidia GPU deployed, Google deployed 9 ...

BofA’s Justin Post sees AWS growing 19%-20% in Q4 as Azure faces go-to-market challenges. Post maintains a Buy on Amazon, citing strong AI-driven cloud demand and an attractive risk-reward setup. The ...