Microsoft

Microsoft is a global technology leader that develops and licenses software and services across a broad range of devices. It is headquartered in Redmond, Wash., and was founded in 1975 by Bill Gates and Paul Allen. Satya Nadella currently serves as CEO. Microsoft’s divisions include Windows, Office, Azure and LinkedIn. The company’s competitors include Apple, Amazon and Google. Our coverage of Microsoft closely follows the company’s attempts to lead in artificial intelligence, such as its major $11 billion investment in OpenAI.

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OpenAI executives Fidji Simo, Sam Altman and Mark Chen. Images via Getty. Art by Clark Miller.
Exclusive

How OpenAI’s Organizational Problems Hurt ChatGPT

By Stephanie Palazzolo, Sri Muppidi and Amir Efrati · Dec 18, 2025 6:00am PST · 6 comments
Over the past year, some OpenAI staffers noticed a concerning change in the way people who used ChatGPT were reacting to improvements in the chatbot. In prior years, every time OpenAI made a big upgrade to the artificial intelligence that powers the chatbot, usage surged as people easily found ways to get useful responses out of it, one employee... Over the past year, some OpenAI staffers noticed a concerning change in the way people who used...
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The Information Finance

Private Tech Giants Could Lose Scarcity Premium in IPOs

By Ken Brown · Dec 17, 2025 8:00am PST · 3 comments
Scarcity creates value in everything from precious metals to giant private tech companies. That accounts for some portion of the stunning prices investors are paying to get into SpaceX, OpenAI and other companies while they are still private. An army of wealth managers, fund executives and other go-betweens have made a lucrative living... Scarcity creates value in everything from precious metals to giant private tech companies. That...
Art by Mike Sullivan
AI Agenda

Why Turing Is Buying Up Failed Startups’ Codebases

By Stephanie Palazzolo · Dec 17, 2025 7:00am PST
Last night The Information broke the news that Amazon was in talks to invest at least $10 billion in OpenAI at a valuation of more than $500 billion. As part of the deal under discussion, OpenAI would agree to use Amazon’s Trainium chips, we reported. It's the latest in a string of deals OpenAI has done to raise the money it needs to pay for its... Last night The Information broke the news that Amazon was in talks to invest at least $10 billion...
Photo by Chona Kasinger/Bloomberg via Getty Images
Applied AI

Microsoft Wants to Sell Software Subscriptions—to AI Agents; AWS’ AI Fallback Plan

By Aaron Holmes and Kevin McLaughlin · Dec 4, 2025 10:44am PST · 1 comment
When AI software sellers pitch their vision of the future, it can start to feel paradoxical.On one hand, sellers say AI can meaningfully automate large swaths of white collar work, which should in theory help companies save money because they won’t need to pay as many humans. On the other hand, if companies cut jobs while embracing automation,... When AI software sellers pitch their vision of the future, it can start to feel paradoxical.On...