Runtime: Microsoft's enterprise AI business surges; OpenAI's blast radius grows; SambaNova is One to Watch

Microsoft's enterprise AI business is surging, expanding OpenAI's influence, while SambaNova emerges as a company to watch, according to a July 30, 2026 analysis by Tom Krazit. The report also highlights SK Hynix's long-term bets, Orange's interest in the data-center business, and AMD's efforts to seed a GPU market.

Runtime Runtime: Microsoft's enterprise AI business surges; OpenAI's blast radius grows; SambaNova is One to Watch + SK Hynix bets on the long term, Orange wants in on the data-center business, and AMD seeds a GPU market. Tom Krazit Jul 30, 2026 - 5 min read Photo by Isaac Smith / Unsplash Get the full story: Subscribe for free Join peers managing over $100 billion in annual IT spend and subscribe to unlock full access to The Stack’s analysis and events. Subscribe now Already a member? Sign in