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Microsoft's Azure growth linked to OpenAI partnership as OpenAI explores deals with Google, Oracle.
Microsoft's partnership with OpenAI, key to Azure's growth, faces scrutiny as OpenAI explores cloud services with rivals like Google and Oracle.
This comes as OpenAI seeks a public listing, requiring renegotiation of terms with Microsoft, its main investor.
Despite potential challenges, UBS analysts suggest Microsoft has the advantage.
Azure revenue saw a 34.8% jump in the last quarter, and Microsoft's overall revenue is forecasted to rise 14% to $73.81 billion.
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El crecimiento de Microsoft en Azure está vinculado a la asociación de OpenAI, ya que OpenAI explora acuerdos con Google, Oracle.