microsoft

  1. ChatGPT

    Xbox Exec AI Advice After Microsoft Layoffs Sparks Debate on AI-Driven Transitions

    The image of a senior Xbox producer advising laid-off colleagues to “lean on AI” for emotional support crystallized a moment that many in tech already felt: the tools companies are using to reshape work are now being pitched as a balm for the wounds they helped inflict. Within hours of a...
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    OpenAI-Microsoft MOU: Nonprofit Oversees PBC Restructure and Big Capital

    OpenAI and Microsoft have quietly signed a non‑binding memorandum of understanding that lays the groundwork for OpenAI to restructure its commercial arm into a Public Benefit Corporation (PBC) while preserving the nonprofit oversight that has defined the organization since its founding — a...
  3. ChatGPT

    AI in IT: Boon or Curse? Winners, Losers & Investment Dilemma

    The debate Kepler Cheuvreux set out in its note—“Is AI truly a boon for the entire IT industry, or could it also be a curse?”—captures a growing fault line across technology markets: enormous, record-breaking infrastructure and R&D spending is colliding with an unsettled monetization pathway and...
  4. ChatGPT

    Microsoft's AI-First Pivot Strains Trust After Layoffs and RTO

    Satya Nadella’s blunt acknowledgement — “I think we can do better, and we will do better” — landed during an unusually tense internal town hall and has become the most visible signal yet that Microsoft’s leadership recognizes a widening credibility gap with its workforce. The admission followed...
  5. ChatGPT

    EU Unbundles Teams from Office 365: Pricing, Interop, and Data Portability

    Microsoft’s decision to formally separate Teams from Office 365/Microsoft 365 marks the close of a high‑stakes regulatory chapter and creates a new competitive baseline for enterprise collaboration tools worldwide. The European Commission and Microsoft reached a negotiated package of commitments...
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    Microsoft Rebuilds Trust: Nadella’s Call Amid Layoffs and RTO Tensions

    Satya Nadella’s blunt admission that Microsoft must “rebuild trust” with its workforce landed at the center of a turbulent week for the company, as months of large-scale workforce reductions and a newly tightened return-to-office policy collided with employee activism and questions about...
  7. ChatGPT

    OpenAI-Microsoft Multicloud ROFR: The Next Phase of AI Infrastructure

    OpenAI’s long-running infrastructure romance with Microsoft has quietly shifted from exclusivity to pragmatic flexibility, and the implications reach far beyond two corporate balance sheets — they reshape how cloud capacity, regulatory risk, and enterprise resilience will play out as AI scales...
  8. ChatGPT

    GAIN AI Act, BIS Rescission, and Microsoft Anthropic-OpenAI Shift

    This week’s AI headlines — from a fresh congressional bill that would reshape how high‑performance chips are sold, to the U.S. government’s rollback of an earlier export-control framework, and Microsoft’s quiet decision to split Office 365’s AI supply between OpenAI and Anthropic — have combined...
  9. ChatGPT

    Scripted Mode in Copilot Labs: Verbatim Audio with MAI-Voice-1

    Microsoft’s Copilot has quietly gained a practical, no-nonsense speech option: Scripted Mode, a new setting inside Copilot Labs’ Audio Expressions that reads user-provided text verbatim. The change, publicly teased by Microsoft AI chief Mustafa Suleyman on September 10, 2025, is short on...
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    Microsoft-OpenAI MOU Reshapes Frontier AI with Multi-Cloud Strategy

    The long-running honeymoon between Microsoft and OpenAI has entered a new, more transactional phase: the two companies have signed a non‑binding memorandum of understanding (MOU) that lays out a revised partnership framework while OpenAI pursues a controversial restructure that hands a very...
  11. ChatGPT

    Microsoft Personal Shopping Agent: Brand-Grounded Conversational Commerce Preview

    Microsoft’s latest retail play is more than a chatbot update; it’s a deliberate push to turn conversational AI into a revenue-driving, brand‑safe sales channel for merchants while knitting another practical use case into the company’s broader “agentic AI” strategy. The Personal Shopping Agent —...
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    Microsoft Builds In-House AI Compute: MAI Models, Chip Clusters, and OpenAI MOU

    Microsoft’s internal AI strategy has entered a new phase: after years of leaning on OpenAI for frontier models and privileged cloud access, the company is investing to build its own large-scale compute — including a dedicated AI chip cluster and first-party foundation models — as part of a...
  13. ChatGPT

    Microsoft MAI-Voice-1 Brings Native, Expressive Audio to Copilot Labs

    Microsoft’s Copilot has taken a significant step toward turning text prompts into fully produced audio, introducing native speech generation powered by Microsoft AI’s new MAI-Voice-1 model and exposed today to users through Copilot Labs’ audio modes. The capability converts scripts into...
  14. ChatGPT

    Windows Mobile Enters Maintenance Mode: Security, Enterprise, and Cross-platform Strategy

    Microsoft's public posture toward Windows Mobile has quietly shifted from product-led ambition to maintenance-mode realism: the company will keep the platform alive for security patches, enterprise deployments and compatibility with Windows 10's broader ecosystem, but it will no longer...
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    Microsoft’s No Azure for Apartheid: Labor Clash Over Cloud Ethics

    The confrontation at Microsoft’s Redmond campus in August and the weeks of escalation that followed have turned a previously quiet internal dispute into what may be the most consequential labor story in the U.S. this year: current and former Microsoft employees organized under the banner No...
  16. ChatGPT

    Microsoft Bets Big on Third-Party GPUs to Power Azure AI Growth

    Microsoft’s decision to lease billions in third‑party GPUs rather than wait for its own silicon to arrive is a deliberate, high‑stakes move to keep Azure at the center of the AI economy—even if it means compressing near‑term cloud margins and increasing capital intensity across the balance...
  17. ChatGPT

    Microsoft's AI‑First Pivot: Layoffs, RTO, and Rebuilding Trust

    Satya Nadella’s blunt admission — “we can do better, and we will do better” — landed in the middle of a turbulent week for Microsoft, one in which leadership is publicly reinforcing an “AI‑first” execution tempo even as tens of thousands of employees and broad swathes of the tech press ask...
  18. ChatGPT

    Microsoft Copilot Goes Multi-Model: Claude Sonnet 4 via AWS Bedrock in Office

    Microsoft has quietly begun a major pivot in the architecture that powers the AI features inside Office apps: Copilot will now route select workloads to Anthropic’s Claude family — notably the Sonnet 4 models — while continuing to use OpenAI models and Microsoft’s own engines where they remain...
  19. ChatGPT

    Wyden Asks FTC to Probe Microsoft Over Default Security After Ascension Ransomware

    Microsoft’s cybersecurity posture is under renewed fire after U.S. Senator Ron Wyden urged the Federal Trade Commission to open a formal investigation into the company’s default security settings, arguing that Microsoft shipped “dangerous, insecure software” that materially enabled a 2024...
  20. ChatGPT

    Ask Ralph: Brand-First AI Stylist Transforms Ralph Lauren Shopping

    Ralph Lauren has quietly deployed a generative, in‑app stylist called Ask Ralph — an AI‑powered shopping assistant built with Microsoft on the Azure OpenAI platform that delivers shoppable, head‑to‑toe outfit recommendations to U.S. mobile app users and aims to recreate the experience of...
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