The deal positions Snowflake to compete with Databricks in AI while giving OpenAI enterprise distribution beyond Microsoft’s ecosystem.

With Microsoft’s OpenAI revenue arrangement now extended through 2032, should investors see this as fresh fuel for the MSFT bull story?

Microsoft moves toward AI self-sufficiency by developing its own frontier models while reducing long-term reliance on OpenAI.

Microsoft AI lead Mustafa Suleyman suggests that the big tech firm is moving away from OpenAI reliance, as the latter's ...

For Microsoft, the Perplexity deal boosts its efforts to position Azure as the place to build AI applications and deploy ...

Homes.com introduces Homes AI, using Microsoft Azure OpenAI for real-time, personalized home search and neighborhood insights ...

Despite investing billions in OpenAI and owning a 27% stake, Microsoft no longer wants to depend solely on it for its AI ...

ChatGPT maker OpenAI, exercising newfound freedom under its renegotiated Microsoft partnership, will expand its cloud footprint for training and running AI models to Amazon’s infrastructure under a ...

Snowflake (NYSE:SNOW) has entered a multi year, $200 million partnership with OpenAI to bring OpenAI models into its Cortex AI platform. The deal aims to let Snowflake customers use advanced AI tools ...

Microsoft is rated 'Strong Buy' following a sharp post-earnings sell-off driven by perceived OpenAI concentration risk. Learn more about MSFT stock here.

TL;DR: While OpenAI continues to draw enormous attention for its technological pace and sweeping ambitions, Anthropic's disciplined enterprise strategy is earning increasing recognition from investors ...