Microsoft Azure becomes first to validate Nvidia’s Vera Rubin NVL72 AI system, boosting cloud AI performance and scale—see what it means for ...

FriendliAI — founded by the researcher behind continuous batching, the technique at the core of vLLM — is launching InferenceSense, a platform that fills idle neocloud GPU capacity with paid AI ...

The market continues to stress the company's exposure to OpenAI, not least as Oracle's debt continues to balloon while its cash flow goes in the other direction.

Forbes contributors publish independent expert analyses and insights. Analyzing tech stocks through the prism of cultural change. 15 January 2026, Bavaria, Munich: The Microsoft logo and lettering can ...

When you take a close look at your monthly Azure bill, the likelihood is that the single biggest line item will be Compute. Whether it’s Virtual Machines (VMs), Kubernetes clusters (AKS), or App ...

Today is Microsoft's February 2026 Patch Tuesday with security updates for 58 flaws, including 6 actively exploited and three publicly disclosed zero-day vulnerabilities. This Patch Tuesday also ...

Microsoft’s commercial RPO reached $625 billion, up 110% YoY, with roughly $156 billion converting within 12 months. Azure and other cloud services revenue grew 39% YoY, driving Microsoft Cloud's ...

Meta appeared to gain approval from investors to keep putting money into AI as its shares jumped 8% post-earnings. Microsoft plunged as the company's Azure segment showed a slowdown in growth and ...

Microsoft and OpenAI may have a notoriously rocky relationship but as OpenAI experiences never-before-seen revenue growth, Microsoft, one of its major investors, is benefiting greatly. When the ...

Microsoft sells GitHub Copilot to its customers, but it increasingly favors Claude Code internally. Microsoft sells GitHub Copilot to its customers, but it increasingly favors Claude Code internally.

Microsoft is dancing to its own tune in the artificial intelligence revolution, and Wall Street cannot stop watching. The 50 year old tech icon has spent years intertwined with OpenAI, the company ...