Google and Microsoft Just Proved the AI Trade Is Alive—While OpenAI Is Sweating
In brief Google Cloud hit $20.03 billion in Q1 2026—up 63% year-over-year—while Microsoft’s AI business surpassed a $37 billion annual revenue run rate, up 123%...
Tag : Microsoft
Microsoft and OpenAI Rework AI Deal, Cutting Exclusivity and AGI Provisions
In brief Microsoft and OpenAI amended their partnership to reduce mutual dependence. Microsoft will no longer be the exclusive licensee of OpenAI’s tech, and revenue-sharing...