# Microsoft Azure
Latest news and articles about Microsoft Azure
Total: 4 articles found
OpenAI Breaks the Microsoft Monolith: Codex and Advanced Models Land on AWS Bedrock
OpenAI has launched its Codex programming assistant and latest AI models on Amazon Bedrock, ending its functional exclusivity with Microsoft Azure. This multi-cloud expansion allows developers to build AI agents within the AWS ecosystem, where the majority of global enterprise data currently resides.
The Great GPU Squeeze: Why Big Cloud is Shunning AI’s Middle Class
Cloud giants like Microsoft are implementing tiered access systems that prioritize major AI labs while restricting GPU supply to smaller startups. This compute scarcity has driven rental prices up by over 30% and is forcing some frustrated firms to abandon the cloud in favor of purchasing their own hardware.
Cloud Giants Poised to Reap Billions as Anthropic Bets Big on External Infrastructure
Anthropic projects at least $80 billion in cloud spending through 2029 and expects revenue‑share payouts to cloud providers to rise steeply, making AWS, Google Cloud and Microsoft Azure significant beneficiaries of its commercial roll‑out. The forecast highlights the capital intensity of large models and signals that cloud infrastructure — not just algorithms — will determine who captures AI’s economic value.
Anthropic Faces at Least $80 Billion Cloud Bill by 2029, Underscoring Hyperscalers’ Grip on AI
Anthropic expects to pay at least $80 billion to Amazon, Google and Microsoft by 2029 to host and run its Claude AI on cloud infrastructure. The projection highlights the centrality of hyperscaler compute in the AI economy and carries implications for corporate margins, cloud vendor leverage, chip demand, and regulatory attention.