devtake.dev — AzureArticles on devtake.dev covering Azure.https://devtake.dev/en-usHyperscalers are on track to spend $700B on AI infrastructure in 2026https://devtake.dev/article/hyperscaler-700b-ai-capex-2026/https://devtake.dev/article/hyperscaler-700b-ai-capex-2026/Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.Fri, 01 May 2026 10:45:00 GMTaiai-infrastructureinfrastructuredata-centershyperscalermicrosoftalphabetmetaai-chipsdieter-morelliMicrosoft and OpenAI just rewrote their deal. Exclusivity is dead, and so is the AGI clause.https://devtake.dev/article/microsoft-openai-deal-revenue-share-end/https://devtake.dev/article/microsoft-openai-deal-revenue-share-end/Microsoft loses exclusive rights to OpenAI's models. The revenue share now caps at 2030 and stops depending on AGI. Here's what actually changed and who it benefits.Mon, 27 Apr 2026 19:00:00 GMTaiopenaimicrosoftai-modelsazurellmai-infrastructureanthropicgpt-5-5dieter-morelli