#cloud

Microsoft and OpenAI said on February 27, 2026 that OpenAI's new funding and new partners do not change the previously disclosed terms of their relationship. The companies said Azure remains the exclusive cloud for stateless OpenAI APIs while OpenAI still has room to secure additional compute elsewhere, including through Stargate-scale infrastructure projects.

NVIDIA and CoreWeave announced an expanded partnership targeting more than 5 gigawatts of AI factories by 2030. NVIDIA also disclosed a $2 billion investment in CoreWeave Class A shares at $87.20 per share.