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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.

Recent Articles about Microsoft
Together AI CEO Vipul Ved Prakash. Photo via Getty
Exclusive

The Race to Rent Out Nvidia Chips in the Cloud Intensifies

By Stephanie Palazzolo, Wayne Ma, Miles Kruppa and Katie Roof · Oct 14, 2025 6:00am PDT
Demand for Nvidia’s artificial intelligence chips has spawned half a dozen multibillion-dollar cloud providers that buy the chips, install them in data centers and rent them out to OpenAI and other AI developers. Another upstart, Together AI, is now joining the race among these neoclouds, which compete against traditional cloud providers such as... Demand for Nvidia’s artificial intelligence chips has spawned half a dozen multibillion-dollar...
Hock Tan, CEO of Broadcom. Getty Images
The Briefing

OpenAI’s Computing Capacity Binge

By Martin Peers · Oct 13, 2025 5:00pm PDT · 3 comments
The hardest-working people in tech right now must be the OpenAI team responsible for writing press releases. On Monday—Columbus Day or, if you prefer, Indigenous People’s Day—when much of American business and government was closed, OpenAI put out its sixth big news announcement of the past three weeks. The company unveiled another chip-supply... The hardest-working people in tech right now must be the OpenAI team responsible for writing...
OpenAI's Sam Altman, left, and SoftBank's Masayoshi Son. Images via Getty.
Exclusive

OpenAI Is Working With SoftBank’s Arm on AI Chip Effort

By Qianer Liu and Anissa Gardizy · Oct 13, 2025 3:16pm PDT · 3 comments
OpenAI’s development of its own artificial intelligence chip could end up benefiting SoftBank, one of its biggest shareholders, which is also helping the ChatGPT maker develop and finance its ambitious data center plan. OpenAI is talking with SoftBank’s Arm subsidiary about using an Arm-designed central processing unit with OpenAI’s AI... OpenAI’s development of its own artificial intelligence chip could end up benefiting...
Art by Clark Miller.
Borrowed Money Fueled Crypto’s $700 Billion Sell-Off
By Yueqi Yang · Oct 13, 2025 1:44pm PDT · 2 comments
Art by Clark Miller.

Borrowed Money Fueled Crypto’s $700 Billion Sell-Off

By Yueqi Yang · Oct 13, 2025 1:44pm PDT · 2 comments
The flash crash that rumbled across the crypto market on Friday can be traced to an unusual token that aims to track the dollar, a fast-growing exchange that allows investors to borrow heavily and speculative tokens that traders buy using debt. That combustible mix of borrowed money was ignited Friday by President Donald Trump’s announcement of... The flash crash that rumbled across the crypto market on Friday can be traced to an unusual token...
A rendering of Inversion's Arc spacecraft in orbit. Credit: Inversion
AI Agenda

The Robots that Could Beat Optimus to Space

By Rocket Drew · Oct 13, 2025 7:10am PDT
Before we get to our column, we should acknowledge OpenAI’s latest chip deal, this time with Broadcom, announced Monday morning. The Information first reported the two companies were in talks in July of last year but a lot has happened since then. Most obviously, OpenAI has also struck deals for supplies of AI chips with both Nvidia and AMD. We’... Before we get to our column, we should acknowledge OpenAI’s latest chip deal, this time with ...
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
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Art by Mike Sullivan

AI Ad Tech ‘Land Grab’ Pits Salesforce Against Google, Microsoft and Amazon

By Catherine Perloff · Oct 13, 2025 6:00am PDT
The murky, highly complex business of helping advertisers buy space on digital media is currently dominated by Google, Amazon and a handful of much smaller ad tech firms. But an array of other companies, including Salesforce, Microsoft and a new initiative led by AppNexus founder Brian O’Kelley, hopes to use new artificial intelligence tools to... The murky, highly complex business of helping advertisers buy space on digital media is currently...
Art by Clark Miller
Artificial Intelligence

Rise of the Cursor Resistance: Why Some Techies Want to Ignore AI Coding Tools

By Rocket Drew · Oct 11, 2025 6:00am PDT · 28 comments
Over the summer, two software engineers at Mixus, a San Francisco–based artificial intelligence startup, staged a bit of a rebellion by refusing to follow instructions to rely heavily on Cursor or any of the other popular new coding-assistance software. They figured “they could do better than Cursor,” said an incredulous Shai Magzimof,... Over the summer, two software engineers at Mixus, a San Francisco–based artificial...
Sora screenshots via TikTok
Slop Takes Over My Social Media Feed. I Don’t Hate It
By Nick Wingfield · Oct 10, 2025 3:00pm PDT · 1 comment
Sora screenshots via TikTok
The Briefing

Slop Takes Over My Social Media Feed. I Don’t Hate It

By Nick Wingfield · Oct 10, 2025 3:00pm PDT · 1 comment
I’m not sure what everyone else’s social media feeds are looking like these days, but over the past 72 hours mine has become unrecognizable to me. On TikTok, I’ve been inundated with short clips of slap-boxing competitions between Fred Rogers and Kurt Cobain, Albert Einstein and Stephen Hawking, and Elvis Presley and Bob Marley. I’ve watched... I’m not sure what everyone else’s social media feeds are looking like these days, but over the...
Photo via Adobe
The Briefing

Amazon and Google Take Another Stab at Being Glean

By Kevin McLaughlin · Oct 9, 2025 5:00pm PDT
It’s been nearly a year since we scooped the news that OpenAI, Google, Snowflake and Cohere were all working on artificial intelligence search products similar to the one startup Glean made a big splash with. Glean’s AI-powered search lets workers at companies easily find emails, Slack messages and other data scattered across business... It’s been nearly a year since we scooped the news that OpenAI, Google, Snowflake and Cohere were...
Pro subscription required icon Pro subscription required icon Art by Clark Miller
Deep Research

The $100 Billion Strategy: OpenAI Is Using Its Cash to Reshape the Chip Market

By The Information Staff · Oct 9, 2025 7:15am PDT
The path to building the most advanced AI is being throttled by a single point of failure: reliance on Nvidia’s hardware. OpenAI, the industry’s most demanding customer, is aggressively moving to dismantle this monopoly through a calculated multi-vendor strategy that is fundamentally reshaping the AI hardware market. We turned to our Deep... The path to building the most advanced AI is being throttled by a single point of failure:...
Art by Mike Sullivan
AI Agenda

OpenAI Is Catching Up To Anthropic in AI Coding

By Stephanie Palazzolo · Oct 9, 2025 7:00am PDT
OpenAI’s effort to catch up to Anthropic in code-generating artificial intelligence seems to be working. New data show OpenAI’s Codex coding assistant has pulled ahead of Anthropic’s Claude Code assistant in certain coding capabilities. Codex usage among developers is also catching up to Claude Code’s.Developers approved 74.3% of code... OpenAI’s effort to catch up to Anthropic in code-generating artificial intelligence seems to be...
Art by Mike Sullivan
Can Microsoft Resist Trump’s Call for Exec’s Firing as Tech Bends to His Will?
By Sylvia Varnham O'Regan · Oct 9, 2025 6:00am PDT · 10 comments
Art by Mike Sullivan

Can Microsoft Resist Trump’s Call for Exec’s Firing as Tech Bends to His Will?

By Sylvia Varnham O'Regan · Oct 9, 2025 6:00am PDT · 10 comments
Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa Monaco, over her past roles in the Biden and Obama administrations. He added that her position was “unacceptable” given Microsoft’s major contracts with the U.S. government. Microsoft hasn’t yet responded publicly to Trump’s demand. If Monaco stays at... Recently, President Donald Trump demanded that Microsoft sack its head of global affairs, Lisa...
Relace cofounders Preston Zhou and Eitan Borgnia. Photo courtesy of Relace.
AI Agenda

Andreessen Backs a Startup Developing Tools That Coding Agents Use

By Stephanie Palazzolo · Oct 8, 2025 7:00am PDT
Countless startups sell tools to software engineers, such as version control systems to track who’s making changes to a codebase, and sandboxes where code can be safely run and tested without affecting the main system.Now, a startup is building such tools for artificial intelligence agents that aim to do the work of human coders. Andreessen... Countless startups sell tools to software engineers, such as version control systems to track who...
OpenAI DevDay 2025. Screenshot via YouTube/OpenAI
Applied AI

OpenAI Makes it Easier to Build Agents—and Harder to Switch Models

By Aaron Holmes · Oct 7, 2025 10:30am PDT · 1 comment
Over the past year, companies have been tinkering with generative artificial intelligence to create customized agents that automate complex tasks, but they’ve gotten mixed results. Now, OpenAI is pushing a new suite of tools to make the assembly of agents easier, and to peel customers away from competitors like Anthropic and Google.OpenAI on... Over the past year, companies have been tinkering with generative artificial intelligence to...
Image via Clark Miller
Exclusive

Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

By Anissa Gardizy, Anita Ramaswamy and Cory Weinberg · Oct 7, 2025 8:00am PDT · 8 comments
Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database firm will generate an astonishing $381 billion in revenue from renting out specialized cloud servers to OpenAI and other artificial intelligence developers over the next five fiscal years. But internal documents show the... Oracle became the best-performing megacap stock of 2025 after its executives said last month that...
Sam Altman. Screenshot via YouTube
OpenAI’s Walled-Garden Moment
By Stephanie Palazzolo and Catherine Perloff · Oct 7, 2025 7:00am PDT
Sam Altman. Screenshot via YouTube
AI Agenda

OpenAI’s Walled-Garden Moment

By Stephanie Palazzolo and Catherine Perloff · Oct 7, 2025 7:00am PDT
OpenAI on Monday unveiled its biggest-yet effort to bring all of the web’s consumer activities directly into ChatGPT, as it aims to turn the chatbot into a so-called superapp that people can use to control any app in their lives—similar to Facebook’s efforts from 15 years ago. But before we get too excited, we should remember we’ve been... OpenAI on Monday unveiled its biggest-yet effort to bring all of the web’s consumer activities...
Jeff Bezos today at Italian Tech Week 2025. Photo via Getty
The Briefing

Bezos Calls the AI Bubble

By Martin Peers · Oct 3, 2025 3:09pm PDT · 4 comments
Jeff Bezos made news today, putting his imprimatur on the idea that we’re in an AI bubble, although I think the fact that he’s now sporting a light beard was just as interesting. But that’s just me. Bezos’ declaration—at an Italian tech conference—shows that the idea of a bubble is no longer much of a debate. In fact, it’s pretty much... Jeff Bezos made news today, putting his imprimatur on the idea that we’re in an AI bubble,...
Photo by Craig Warga
Applied AI

Anthropic Says Its AI Can Clone Enterprise Apps Like Slack

By Aaron Holmes and Kevin McLaughlin · Oct 2, 2025 10:30am PDT · 2 comments
When AI coding tools came into vogue in 2023 and 2024, chief information officers salivated at the idea of using them to develop their own versions of Salesforce and Slack and stop paying a fortune for enterprise apps. But the AI wasn’t accurate or consistent enough to do that.Now Anthropic is reawakening these app-replacement dreams. In a... When AI coding tools came into vogue in 2023 and 2024, chief information officers salivated at...
Judson Althoff. Photo via Getty
The Briefing

Nadella Wants to Spend More Time With Engineers

By Martin Peers · Oct 1, 2025 5:00pm PDT
It seems Microsoft CEO Satya Nadella wants to spend more time hanging out with engineers and less with customers and government officials. That’s the upshot of Microsoft’s announcement early Wednesday that Nadella would hand off some of his business responsibilities to Microsoft’s chief commercial officer, Judson Althoff. Nadella, an engineer by... It seems Microsoft CEO Satya Nadella wants to spend more time hanging out with engineers and less...
Snyk CEO Peter McKay. Screenshot via YouTube
Cybersecurity Startup Snyk Considers Buyout Interest as IPO Plans Stall
By Valida Pau, Cory Weinberg, Katie Roof and Kevin McLaughlin · Oct 1, 2025 10:36am PDT · 3 comments
Snyk CEO Peter McKay. Screenshot via YouTube
Exclusive

Cybersecurity Startup Snyk Considers Buyout Interest as IPO Plans Stall

By Valida Pau, Cory Weinberg, Katie Roof and Kevin McLaughlin · Oct 1, 2025 10:36am PDT · 3 comments
Snyk, a startup that sells security tools for developers, seemed like a shoo-in for a lucrative initial public offering a few years ago. Sales were doubling or tripling every year, reaching into the hundreds of millions of dollars annually, as exploding corporate use of open-source software code created vulnerabilities that businesses needed to... Snyk, a startup that sells security tools for developers, seemed like a shoo-in for a lucrative...
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