Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing

OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Tech Times

Microsoft's Azure Capacity Crunch Highlights Growing Dependence on OpenAI

Microsoft's cloud backlog surged to $625B, with OpenAI driving nearly half the demand, fueling investor concerns over ...

Microsoft’s earnings surge is overshadowed by data-center spending

Higher-than-anticipated capital spending and slower growth in cloud computing are weighing on shares.

Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors

Future revenues in the form of RPO rose 110% on the back of a $250 billion commitment from OpenAI, but Azure growth slowed to ...
Redmondmag.com

Microsoft Releases Emergency Fix for Azure Virtual Desktop, Windows 365 Authentication Failures

Microsoft released an out-of-band update Friday to resolve credential authentication failures affecting Azure Virtual Desktop and Windows 365 connections that emerged after the company's January 2026 ...
CRN

Microsoft Q2 Earnings Preview: 5 Things To Know

Microsoft CEO Satya Nadella is expected to discuss Azure growth, Copilot adoption and customer appetite for Defender, Purview and other security products during the Q2 earnings call.

Microsoft shares drop on softer Azure momentum and higher capex

Microsoft (NASDAQ:MSFT) reported second-quarter earnings that beat analyst expectations, but shares fell 4.7% in after-hours trading as Azure cloud growth merely met market forecasts rather than ...