Free Compute Is the New CAC: Why Cloud Giants Court Startups
What Changed and Why It Matters AI startups don’t need ads. They need GPUs. That single fact is reshaping how the biggest players win new customers. Cloud providers and Nvidia…
Inside Microsoft’s hedge: buying AI to cut OpenAI dependence
What Changed and Why It Matters Microsoft is moving from a single‑supplier AI strategy to a multi‑model stack. The company is adding Anthropic alongside OpenAI across Microsoft 365, while accelerating…
OpenAI Ends Azure Exclusivity: Multi‑Cloud Flexibility, New Risks
What Changed and Why It Matters OpenAI and Microsoft rewrote their deal. Key exclusivity terms ended. OpenAI can now distribute on AWS and Google Cloud, not just Azure. This shift…