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Microsoft

Microsoft’s AI business is booming. A filing shows most of it is just OpenAI

Microsoft’s AI business is booming. A filing shows most of it is just OpenAI

  • Ana Maria Constantin
  • 17h ago
The US wants Chinese optics out of its AI data centres. Amazon and Microsoft pay first.

The US wants Chinese optics out of its AI data centres. Amazon and Microsoft pay first.

  • Ana-Maria Stanciuc
  • 1d ago
AI is flooding bug bounties. Microsoft paid a record; Apple slammed the door

AI is flooding bug bounties. Microsoft paid a record; Apple slammed the door

  • Ana Maria Constantin
  • 1d ago

Microsoft tells employees to stop tokenmaxxing, sets division-level AI budgets

Microsoft tells employees to stop tokenmaxxing, sets division-level AI budgets

  • Ana Maria Constantin
  • 2d ago
Microsoft will shrink Windows to fit 8GB machines as RAM prices quadruple

Microsoft will shrink Windows to fit 8GB machines as RAM prices quadruple

  • Ana Maria Constantin
  • 5d ago
Microsoft is merging its many Copilots into one AI ‘super app’

Microsoft is merging its many Copilots into one AI ‘super app’

  • Ana Maria Constantin
  • Jul 30, 2026
Microsoft’s AI spending became cloud revenue. Meta’s became a cash-flow hole.

Microsoft’s AI spending became cloud revenue. Meta’s became a cash-flow hole.

  • Cristian Dina
  • Jul 29, 2026
Microsoft’s Azure just crossed $100bn a year, and the AI bet mostly paid off

Microsoft’s Azure just crossed $100bn a year, and the AI bet mostly paid off

  • Cristian Dina
  • Jul 29, 2026
UK regulator probes whether Microsoft misled 365 customers over Copilot price rises

UK regulator probes whether Microsoft misled 365 customers over Copilot price rises

  • Ana-Maria Stanciuc
  • Jul 29, 2026
Traders price an outsized Microsoft move as AI capex scrutiny mounts

Traders price an outsized Microsoft move as AI capex scrutiny mounts

  • Alina Maria Stan
  • Jul 29, 2026

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