Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in ...
OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...
Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Traditional caching fails to stop "thundering ...
The move formalizes OpenAI’s ties with Microsoft, granting the tech giant long-term access to its AI models while locking in a $250 billion Azure commitment. OpenAI, the developer behind ChatGPT, has ...
Oct. 10, 2025 — Microsoft Azure announced the NDv6 GB300 VM series, which the company said is the first supercomputing-scale production cluster of NVIDIA GB300 NVL72 systems, built for OpenAI AI ...
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