
Microsoft revenue rises 19% to $92.3B as Azure grows 48%
Azure brought in $33.2 billion in its first dollar disclosure, and commercial remaining performance obligation jumped 73% to $677 billion.
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Azure brought in $33.2 billion in its first dollar disclosure, and commercial remaining performance obligation jumped 73% to $677 billion.

Internal documents describe a 'largest theft of labor in human history,' with search referrals down as much as 60 percent.

Unredacted filings in the NYT lawsuit reveal Copilot cut click-throughs to nytimes.com by 93% and OpenAI datasets held 91,692 copies of publisher works.

Huang says market forces already police unsafe AI products and dismisses calls for new laws at Salesforce's Dreamforce conference.

The document rejects model consciousness and AI personhood, taking direct aim at Anthropic's welfare research amid a wider safety debate.

The OpenAI CEO's suggestion to feed family calendars into ChatGPT Work was outperformed 13-to-1 by a four-word reply.

Satya Nadella tells enterprises to stop trusting single frontier labs, pushing MAI models and Maya chips as cheaper swaps.

Satya Nadella says the unified Copilot will span consumer and commercial use, arriving as Microsoft posts $90B in quarterly revenue.

Microsoft's CEO tells CNN enterprises need their own weights, gateways, and coding harnesses — or risk being copied by the model provider.

Apple's complaint names OpenAI's chief hardware officer and cites 400+ former Apple staff now at the company, weeks before a rumored public listing.

Microsoft's CEO says enterprises are teaching OpenAI and Anthropic their trade secrets, and pitches open source and cloud-hosted models as the fix.

Microsoft AI chief Mustafa Suleyman is training frontier models in-house, citing the risk of permanent IP dependence on OpenAI.

RTX Spark laptops, a 748GB deskside supercomputer, and GPU-accelerated Fabric land at Microsoft Build alongside Claude on GB300 Blackwell.

Reuters reports Microsoft is in talks with multiple AI startups as it prepares for a future less tied to OpenAI's roadmap.

Microsoft's CEO testifies as Judge Gonzalez Rogers signals frustration with Musk's legal theory and $9.5B in OpenAI revenue surfaces in court.

Court documents from the Musk v. Altman trial reveal Kevin Scott's January 2018 warning about OpenAI defecting to AWS — written a month before Microsoft committed.

Satya Nadella confirms agent mode is generally available across Copilot, with Anthropic's models now embedded inside Microsoft's core productivity apps.

Satya Nadella told investors Copilot queries per user rose nearly 20% quarter over quarter, and Accenture just signed for 740,000 seats.

Microsoft's AI run rate hit $37B, up 123% year-over-year, as the CEO shrugs off concerns about OpenAI's new Amazon deal.
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