azure infrastructure

Bronstein, Gewirtz & Grossman said on June 21, 2026, in New York that a securities class action has been filed against Microsoft and certain officers on behalf of investors who bought Microsoft shares between May 1, 2025, and January 28, 2026. The complaint turns Microsoft’s AI victory lap into...

Microsoft used Build 2026 in San Francisco and partner events around its FY27 planning cycle to sharpen an AI strategy that now spans Azure data centers, Microsoft-built models, agent platforms, Copilot distribution, Windows devices, and a global services ecosystem. The message to investors is...

Microsoft used Build 2026 in San Francisco on June 2 to present an agent-first computing strategy spanning Windows, Surface hardware, Azure infrastructure, GitHub, Microsoft 365, Foundry, in-house MAI models, and new governance tools for enterprise AI. The point was not one more Copilot feature...

Microsoft used Build 2026 in San Francisco on June 2 to introduce MAI-Thinking-1, its first in-house reasoning model, alongside six other MAI models spanning coding, image generation, transcription, and voice, positioning the launch as a shipping turn in its post-OpenAI-exclusivity AI strategy...

Microsoft Build 2026 is scheduled for June 2–3, 2026, at Fort Mason Center in San Francisco and online, with Satya Nadella opening the conference at 10 a.m. Pacific on June 2 before an audience Microsoft is explicitly narrowing around AI developers, technical leaders, and enterprise builders...

Microsoft is trying to recover its early AI advantage in 2026 by rebuilding Copilot around agents, loosening its dependence on OpenAI, adding Anthropic models, reorganizing its AI leadership, and spending heavily on data-center capacity. The bet is not that Microsoft will have the single best...

Microsoft’s AI infrastructure strategy is shifting fast from restraint to urgency, and that reversal is now becoming visible in the company’s balance sheet, site selection, and power strategy. After reportedly slowing down data center construction in late 2024 and early 2025, Microsoft now...

Satellite imagery analysts report a coordinated restart of construction across three Microsoft data center campuses in Catawba County, North Carolina, signaling a renewed build program that could add roughly 720–810 MW of IT capacity across the sites and reintroduce significant demand onto the...