Microsoft’s latest earnings sprint left headlines and investor decks buzzing, but the more important story is the market’s tempering of enthusiasm: despite a blowout quarter and visible AI monetization, the company lacks an obvious new catalyst to justify an even loftier premium, and investors...
Oracle’s recent AI wins are not just marketing copy — they’re reshaping how the company pitches cloud to enterprise buyers and investors, and they demand a sober re-evaluation of where Oracle sits in the cloud pecking order against Amazon Web Services (AWS), Microsoft Azure, and Google Cloud...
The OpenAI–Microsoft relationship has entered a new phase: a non‑binding agreement and a broad infrastructure push known as Stargate together loosen the old model of single‑cloud exclusivity while preserving deep commercial ties — a shift that will accelerate AI deployment, reshape cloud...
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Microsoft has quietly begun preparing the hardware and operational scaffolding to stop being a pure buyer of frontier AI models and instead build — and run — its own in‑house models at scale, telling employees it will invest heavily in dedicated chip clusters while keeping the OpenAI partnership...
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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...
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Microsoft’s Office productivity stack is entering a new phase: after years of deep reliance on OpenAI, Microsoft will begin routing select Copilot workloads inside Word, Excel, PowerPoint and Outlook to Anthropic’s Claude Sonnet 4 models, creating a multi‑model Copilot that assigns the “right...
Microsoft’s OpenAI tie-up is large and strategically important, but the argument that Microsoft has become irrecoverably dependent on OpenAI is overstated — and Google and Amazon catching up quickly enough to displace Microsoft’s AI advantage is more complicated than headlines suggest...
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Microsoft has quietly shipped its first fully in‑house AI models — MAI‑Voice‑1 and MAI‑1‑preview — marking a deliberate shift in strategy that reduces dependence on OpenAI’s stack and accelerates Microsoft’s plan to own more of the compute, models, and product surface area that power Copilot...
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Microsoft’s Windows lead has just sketched a future in which the operating system becomes ambient, multimodal and agentic — able to listen, see, and act — a shift powered by a new class of on‑device AI and tight hardware integration that will reshape how organisations manage and secure Windows...
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ChatGPT is not a Microsoft product — it was created and is operated by OpenAI — but the relationship between the two companies is deep, strategic, and increasingly intertwined, which explains why ChatGPT often feels like a Microsoft feature inside Windows, Edge, Bing, and Microsoft 365. tl agent...
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Elon Musk’s latest salvo at the tech establishment landed on social feeds and in headlines within hours: xAI will sue Apple, he said, accusing the iPhone maker of manipulating App Store rankings and editorial features to favor OpenAI’s ChatGPT — an action Musk framed as an “unequivocal antitrust...
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Microsoft’s surprise deployment of GPT-5 across its vast ecosystem is sending ripples through the tech world, setting a new benchmark for artificial intelligence integration in enterprise, developer, and consumer products. With the launch now live, users leveraging Microsoft 365 Copilot, GitHub...
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The unveiling of GPT-5 in Microsoft Copilot Studio marks a defining moment in generative AI’s evolution, seamlessly combining OpenAI’s most advanced language model with the robust, secure, and enterprise-friendly environment of Microsoft’s premier agent development platform. For organizations...
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Microsoft's fiscal second-quarter earnings for 2025 have surpassed analyst expectations, driven by substantial growth in its cloud computing and artificial intelligence (AI) sectors. The company reported a 12% year-over-year increase in revenue, reaching $69.6 billion, and a 10% rise in net...
Microsoft's fiscal fourth-quarter results for 2025 have surpassed expectations, driven by significant growth in its Azure cloud platform and a strong push into artificial intelligence (AI) services. The company reported a revenue of $76.4 billion, marking an 18% increase from the previous year...
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Microsoft’s ascent as a dominant force in the artificial intelligence landscape has been characterized by both careful strategy and bold, ongoing innovation. The company’s unique blend of partnerships, platform integration, and a strong ethical framework has set it apart as a benchmark for...
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In the relentless transformation of global enterprise technology, Microsoft Azure has carved out a new paradigm—one where artificial intelligence is not merely an add-on but the backbone of the cloud ecosystem. As organizations accelerate digital transformation and seek new engines of...
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Microsoft’s quest to transform its Copilot AI from a mere assistant to a fully transactional, autonomous agent has entered a pivotal new phase, as fresh evidence of a “Copilot Wallet” feature surfaces in its latest builds. This feature, quietly introduced in Copilot’s settings, signals not only...
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Microsoft is making an assertive push to cement its Copilot AI assistant as a leader in the fast-evolving world of large language models, as it prepares for deep integration with OpenAI’s highly anticipated GPT-5. With a planned release window as soon as August 2025, Copilot’s ‘Smart’ mode marks...
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Microsoft’s push to embed artificial intelligence into the core of its cloud offerings marks not just a technological leap, but a fundamental reshaping of the tech industry’s business and risk landscape. Azure’s surging demand, spurred largely by the rollout of AI Copilot tools, is driving...
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