Azure
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techMeta Eyes Cloud Market Entry, Targeting AWS, Azure, and Google Cloud
CEO Mark Zuckerberg confirms Meta is considering selling excess AI compute power, creating a new business line to compete in the cloud infrastructure market.
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techMicrosoft Expands Azure AI in China as Rivals Retreat
Microsoft triples China AI revenue by serving as an OpenAI intermediary for ByteDance and Tencent, navigating security risks and export controls where competitors fear to tread.
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financeMicrosoft Faces Shareholder Lawsuit Over Cloud Slowdown and AI Spending
Shareholders allege Microsoft hid Azure's deceleration and soaring AI infrastructure costs, leading to a $357 billion market value loss in a single day.
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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.