These companies are trading at reasonable valuations that could set up attractive returns.

The FT reports that OpenAI’s $500M initial equity stake, with an option for $1B more, will go into a Delaware LLC designed to accelerate AI adoption across PE portfolio companies. OpenAI is ...

Microsoft launched seven first-party AI models at Build 2026, creating a direct alternative to OpenAI’s offerings on Azure and signaling a strategic shift in how the company plans to serve developers.

OpenAI and Microsoft announced major changes to their working relationship. Microsoft's license to OpenAI intellectual property will no longer be exclusive. OpenAI will keep paying a revenue share to ...

Microsoft’s Azure cloud business accelerated in the March quarter, growing 40% and topping the company’s own forecast, giving the tech giant a new answer to questions about its ability to translate ...

Microsoft has released three AI models created in-house, in a move that signals a push toward greater independence from its longtime partner, OpenAI. MAI-Transcribe-1, MAI-Voice-1, and MAI-Image-2 — ...

OpenAI can now sell products on Amazon and Google Cloud, expanding enterprise reach Microsoft aims to reduce reliance on OpenAI by developing its own AI models Ending exclusivity may ease antitrust ...