Microsoft's partnership with Anthropic helps company diversify beyond OpenAI: BNP Paribas

BNP Paribas said Microsoft (MSFT) has extended its diversification from OpenAI (OPENAI) through its partnership with Anthropic (ANTHRO). On Tuesday, Microsoft (MSFT) and Nvidia (NVDA) announced a partnership with Anthropic,

Leaked documents shed light into how much OpenAI pays Microsoft

Leaked documents reveal how much OpenAI paid Microsoft under a revenue-share agreement. They also indicate inference costs.

Microsoft Gets $135 Billion OpenAI Stake

Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant's stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue.

OpenAI Paid Microsoft $1.36 Billion in Revenue Sharing, Leaked Files Show

Leaked documents reveal OpenAI paid Microsoft $1.36 billion in revenue sharing in 2023, confirming the depth of their financial partnership

Microsoft’s plan to fix its chip problem is, partly, to let OpenAI do the heavy lifting

The tech giant plans to leverage its partner's custom chip development to bolster its own struggling semiconductor efforts, a move that looks increasingly pragmatic given Microsoft's lackluster performance compared to rivals like Google and Amazon.
The Economist

Cracks are appearing in OpenAI’s dominant facade

A deal between Anthropic, Microsoft and Nvidia makes AI more circular

AI video goes corporate — Microsoft 365 Copilot adds OpenAI’s viral Sora 2

Microsoft just integrated Sora 2 into Microsoft 365 Copilot, giving users access to advanced AI video generation with improved realism and control.

Factbox-From OpenAI to Google, firms channel billions into AI infrastructure as demand booms

Microsoft and Nvidia are planning to invest up to $15 billion in total in Anthropic, in the latest AI-driven tie-up that also includes a $30 billion commitment by the Claude maker to use Microsoft's cloud services.
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