Azure
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techMicrosoft and NVIDIA Unveil Surface RTX Spark AI Supercomputer for Developers
Microsoft's new desktop supercomputer, powered by NVIDIA's RTX Spark chip, delivers petaflop-scale AI for agentic development.
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financeBill Ackman Dumps Google, Buys Microsoft in AI Bet
Billionaire investor Bill Ackman exits Alphabet and takes a major stake in Microsoft, citing AI dominance and attractive valuation.
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techOpenAI Caps Microsoft Revenue Share at $38 Billion in Restructured Deal
OpenAI renegotiates its partnership with Microsoft, capping revenue-sharing payments at $38 billion through 2030 and downgrading Microsoft's role.
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techAnthropic Integrates Claude Directly into Microsoft Office Suite
Claude add-ins for Excel, PowerPoint, and Word are now generally available, with Outlook in public beta, enabling seamless AI assistance within Microsoft Office.
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financeMicrosoft Beats Q3 Earnings, But Weak Guidance and Surging AI Capex Disappoint Investors
Microsoft beat Q3 earnings but missed on guidance and boosted AI capex to $190B, causing after-hours stock to slide.
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techOpenAI Shifts Strategy: Ends Microsoft Exclusivity for Broader Cloud Access
OpenAI and Microsoft announce an amended partnership, allowing OpenAI to offer its AI models across multiple cloud providers, ending an exclusive agreement.
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techMicrosoft Weighs Lawsuit Over $50 Billion Amazon-OpenAI Cloud Deal
Microsoft evaluates legal action against OpenAI and Amazon regarding a disputed cloud partnership that may breach exclusive Azure agreements.
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techOracle Forecasts AI Boom Through 2027, Shares Surge 8%
Oracle's latest earnings reveal strong AI infrastructure growth, with revenue projections exceeding expectations and bolstering investor confidence in its multi-billion dollar AI push.