Pentagon, Microsoft and Amazon
Digest more
Despite strong cloud growth and a surge in Copilot adoption, Microsoft’s latest results were overshadowed by an increase in AI spending.
Microsoft CEO Satya Nadella on Wednesday outlined the tech giant’s accelerating push into artificial intelligence
The Pentagon has struck agreements with more technology companies for expanded use of advanced artificial intelligence tools on classified military networks, according to a Defense Department statement and two defence officials briefed on the matter.
The Pentagon has signed agreements with seven technology groups to deploy artificial intelligence tools across its classified networks to improve data analysis and support faster decision-making in
OpenAI and Microsoft have long had a partnership regarding how the two entities do business with one another.
Microsoft said Monday it will no longer pay a share of its revenue to ChatGPT maker OpenAI, the latest move to untether a close partnership that helped unleash an artificial intelligence boom.
Microsoft's forecast on revenue and operating margin was light, but the company sees $190 billion in 2026 capital spending, well above Wall Street's estimate.
Microsoft is riding the artificial-intelligence boom in the form of soaring revenues. The company disclosed a 123% year-over-year run-rate revenue increase in what it calls its AI business. That topped $37 billion in the March quarter.
The tech giant is offering long-serving employees early retirements as it continues to invest aggressively in artificial intelligence.
Microsoft’s new Legal Agent is designed to analyze documents, draft edits and review contracts while allowing users to track changes and verify suggestions.
Azure growth is the valuation hinge, and the OpenAI partnership amendment is a direct financial tailwind (lower revenue-sharing, less single-customer risk). Even with higher capex, the market is already pricing “spending pain”;
Microsoft smashed Wall Street expectations and said its AI business is up 123%. But investment costs are still much higher than in previous years.