azure compute

Bronstein, Gewirtz & Grossman said on June 28, 2026, that a securities class action has been filed against Microsoft and certain officers over alleged AI and Copilot disclosures affecting investors who bought Microsoft securities from May 1, 2025, through January 28, 2026. The lawsuit is not a...

Microsoft executives worried in 2017 that refusing OpenAI’s request for vastly expanded Azure compute could push the AI lab toward Amazon, damage Azure’s reputation, and turn a fast-rising research group into a public critic rather than a strategic Microsoft ally. The newly surfaced emails are...

Microsoft’s reported internal “Copilot code red” captures something bigger than a product tweak: it signals that the company now sees AI experience quality as a competitive battleground, not a branding exercise. In practical terms, that means Copilot must become faster, more reliable, and more...

Microsoft’s move to build more of its own frontier AI models marks a major strategic shift, not just a product tweak. After years of leaning heavily on OpenAI for the most advanced capabilities behind Copilot and related services, the company is now signaling that it wants a stronger internal...

Microsoft’s latest quarterly numbers give investors reason to breathe—Azure’s cloud momentum remains real—but the biggest variable in the equation is getting messier: the reworked OpenAI relationship and the accounting fallout that followed. The short version is straightforward: Azure is growing...