“We believe Microsoft will also hit the $4 trillion market cap club this summer and then over the next 18 months the focus will be on the $5 trillion club,” wrote Wedbush analyst Dan Ives and colleagues in a note to clients, saying they believe the AI-driven tech bull market is still in its early phases.

The most important AI partnership in the world partly revolves around whether OpenAI achieves AGI. I propose several practical tests.

Microsoft said it would provide cash, artificial intelligence tools and computing services to schools, colleges and nonprofit groups.

The partnership between OpenAI and Microsoft in many ways hinges on the definition of artificial general intelligence, creating a tension that has spilled over into OpenAI research that has not been made public.

Insiders say Microsoft's access to OpenAI's tech is central to ongoing talks because what OpenAI is required to share, and when, can be a gray area.

OpenAI is gearing up to launch an open language AI model amid ongoing contract renegotiations with Microsoft, potentially intensifying their complex relationship.

The open nature of OpenAI’s upcoming language model means companies and governments will be able to run the model themselves, much like how Microsoft and other cloud providers quickly onboarded DeepSeek’s R1 model earlier this year.

New API and SDK will enable enterprises to embed research automation into business workflows, enhancing decision-making with source-traceable, AI-generated insights.