Microsoft, Nebius and AI Cloud Agreement
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Oracle began building up its cloud-computing business to compete with Amazon and Microsoft a decade ago. AI has supercharged its growth.
The shift reportedly follows internal testing that revealed Anthropic's Claude Sonnet 4 model excels at specific Office tasks where OpenAI's models fall short, particularly in visual design and spreadsheet automation, according to sources familiar with the project cited by The Information, who stressed the move is not a negotiating tactic.
With its dominance in productivity, business solutions, and cloud computing, 24/7 Wall St. projects strong upside for Microsoft through 2030.
Microsoft has long taken the stance in the cloud computing realm of staying neutral. That's why it offers several of the leading AI models on its platform, beyond its partners. While it's pursuing quantum computing by itself, it also has IonQ's quantum computing platform available for use.
Amazon and Microsoft are the two largest cloud computing companies. Microsoft Azure has been growing more quickly, but a strained relationship with OpenAI leaves some questions. Amazon's AWS, meanwhile, has a vertical integration advantage. But if I had to ...