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

From left, Broadcom CEO Hock Tan, OpenAI CEO Sam Altman and Microsoft CEO Satya Nadella via Getty. Art by Clark Miller.

OpenAI’s AI Chip Deal With Broadcom Hits $18 Billion Financing Snag

By Anissa Gardizy · May 7, 2026 11:09am PDT

When OpenAI and chip designer Broadcom announced last fall that they would make custom artificial intelligence chips together, they positioned it as a done deal. The companies said the deal would bring enough chips online before 2030 to consume 10 gigawatts of power, equivalent to five Hoover Dams’ worth of electricity, in a bid to lessen OpenAI... When OpenAI and chip designer Broadcom announced last fall that they would make custom artificial...

Microsoft's Pavan Davuluri. Chona Kasinger/Bloomberg/Getty Images.

Microsoft Cuts Copilot Bloat

By Aaron Holmes · May 7, 2026 10:30am PDT

After Microsoft bought the rights to use OpenAI’s technology for free, Microsoft developed a case of Copilot fever, launching Copilot-branded AI features in dozens of products, from Office and Bing to PowerBI and Dynamics. Microsoft appears to be dialing it back a bit, seemingly in response to complaints from customers that the Copilots are... After Microsoft bought the rights to use OpenAI’s technology for free, Microsoft developed a case...

Photo by Michael Nagle/Getty Images

The Information Finance

Why SpaceX Might Land in Your Mother’s Index Fund

By Ken Brown · May 6, 2026 8:00am PDT · 5 comments

When SpaceX hits the market, likely next month, Elon Musk’s fans will rush to buy shares no matter what the valuation. A few months later, a far different group of investors might also scramble to get shares, and they’ll also buy at any price.Index funds, the favorites of savvy, cost-conscious investors, might be forced to load up on SpaceX... When SpaceX hits the market, likely next month, Elon Musk’s fans will rush to buy shares no...

Art by Mike Sullivan; Shutterstock

Rising AI Costs Are Becoming a Problem For Even Investors

By Stephanie Palazzolo · May 6, 2026 7:00am PDT

Art by Mike Sullivan; Shutterstock

Rising AI Costs Are Becoming a Problem For Even Investors

By Stephanie Palazzolo · May 6, 2026 7:00am PDT

In recent months, a lot of discussion has centered around the rising costs of AI, with even large, sophisticated public companies like Uber blowing through their 2026 AI budgets in a matter of months.Even venture capitalists are feeling the pain. One partner at a large fund told me that they previously gave five of their staffers enterprise ... In recent months, a lot of discussion has centered around the rising costs of AI, with even...

Coinbase CEO Brian Armstrong. Getty Images.

Coinbase’s Missed ‘Learning’ on Hiring

By Martin Peers · May 5, 2026 5:00pm PDT

Greetings!Before we get to today’s news, check out our new text-to-audio tool that lets you listen to all of our articles on desktop or mobile web. Just press the Listen button on any article (I promise you will not hear my voice, just in case the thought of that was offputting!).There must be a template out there somewhere, probably created by... Greetings!Before we get to today’s news, check out our new text-to-audio tool that lets you...

Anthropic Co-founder and CEO Dario Amodei. Photo by Chance Yeh/Getty Images

Anthropic Commits to Spending $200 Billion on Google’s Cloud and Chips

By Sri Muppidi, Erin Woo and Amir Efrati · May 5, 2026 1:20pm PDT

When Google last month said it would supply Anthropic with an astonishing five gigawatts of server capacity, the companies didn’t put a dollar figure on that commitment. But as part of the deal, which begins next year, Anthropic plans to spend about $200 billion with Google over five years, according to a person with knowledge of it. The... When Google last month said it would supply Anthropic with an astonishing five gigawatts of...

Art via Getty Images; Shutterstock

Cursor Keeps Its Distance From xAI Despite Tie-Up

By Laura Bratton and Stephanie Palazzolo · May 4, 2026 7:00am PDT

When Cursor agreed to a $60 billion conditional takeover offer from SpaceX last month—the purchase isn’t definite—some of Cursor’s rivals expected the coding startup to work with SpaceX’s xAI unit to develop new models, specifically for coding.That’s not happening anytime soon, apparently. Cursor doesn’t currently plan to codevelop coding models... When Cursor agreed to a $60 billion conditional takeover offer from SpaceX last month—the...

Art via Clark Miller

SAP Moves to Block OpenClaw and Other Unauthorized AI Agents

By Kevin McLaughlin and Laura Bratton · May 4, 2026 6:00am PDT · 2 comments

Art via Clark Miller

SAP Moves to Block OpenClaw and Other Unauthorized AI Agents

By Kevin McLaughlin and Laura Bratton · May 4, 2026 6:00am PDT · 2 comments

Some enterprise software companies are worried enough about customers using AI agents to access their data that they’re planning to install tollgates to their apps. And then there are software companies like SAP. Last month, the $200 billion German firm published a policy document for customers, suggesting it would ban them from using external... Some enterprise software companies are worried enough about customers using AI agents to access...

Palantir CEO Alex Karp. Photo by Getty.

Palantir’s AI Pricing Power

By Laura Bratton · May 3, 2026 3:00pm PDT

Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues, news that helped lift the stock market to fresh records on Friday. This week, we’ll get a clearer glimpse into whether AI can also lift the lagging prices of software stocks such as Palantir and ServiceNow.Palantir kicks off the week’s wave of... Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues,...

Art by Mike Sullivan

Sunday Insights

SpaceX IPO Set to Drive Billions in Tech Stock Sales

By Cory Weinberg and Valida Pau · May 3, 2026 8:00am PDT · 4 comments

A jet painted with SpaceX logos ferried nearly 200 investors from the largest Wall Street funds from Newark, N.J., to the southern tip of Texas a week and a half ago for a multiday presentation from executives. The airplane was so full it couldn’t fit everyone who wanted to get on, said an investor on the trip. The massive initial public... A jet painted with SpaceX logos ferried nearly 200 investors from the largest Wall Street funds...

Art: Clark Miller

Doom Ban, Meme Coins and 7 More Highlights from Musk v. OpenAI

By Rocket Drew · May 2, 2026 8:00am PDT

Welcome, Weekenders! In this newsletter:• The Big Read: Inside ZaiNar, the secretive startup hoping to power the physical AI era • Policy: Meet the Trump official who wants to deliver a win to prediction markets • Plus, Recommendations—our weekly pop culture picks: “Expanse: The Nannup Four,” “The Infinity Machine” and “Beef”Watching... Welcome, Weekenders! In this newsletter:• The Big Read: Inside ZaiNar, the secretive startup ...

Anthropic co-founder and president, Daniela Amodei. Kimberly White/Getty Images.

Anthropic in Talks to Buy AI Chips From U.K. Startup

By Stephanie Palazzolo and Anissa Gardizy · May 2, 2026 7:00am PDT · 2 comments

Anthropic co-founder and president, Daniela Amodei. Kimberly White/Getty Images.

Anthropic in Talks to Buy AI Chips From U.K. Startup

By Stephanie Palazzolo and Anissa Gardizy · May 2, 2026 7:00am PDT · 2 comments

As Anthropic’s sales explode, straining the servers it uses, the company is considering adding another source of AI server chips in addition to existing suppliers Google, Amazon and Nvidia. The maker of Claude has recently been in talks with London-based startup Fractile to buy its inference chips, which aim to run AI models efficiently, when... As Anthropic’s sales explode, straining the servers it uses, the company is considering adding...

Apple CEO Tim Cook. Fabrice Coffrini/AFP/Getty.

Apple's Cash Strategy Shift

By Martin Peers · Apr 30, 2026 5:10pm PDT

Tim Cook is going out with a bang. Apple reported a stellar March quarter on Thursday, delivering 17% higher revenue, thanks to 22% growth in iPhone revenues, a big change from several years of anemic growth in sales of the ubiquitous device. In other words, far more consumers are upgrading their old iPhones than has been the case for a... Tim Cook is going out with a bang. Apple reported a stellar March quarter on Thursday, delivering...

Philip Johnston, CEO of Starcloud. Screenshot via YouTube

Starcloud in Talks for $2.2 Billion Valuation as SpaceX Stirs Interest

By Theo Wayt and Julia Hornstein · Apr 30, 2026 2:24pm PDT · 1 comment

Starcloud, a two-year-old startup building orbital data centers, has told investors it’s in talks to raise at least $200 million at a valuation of around $2.2 billion after the investment, according to a person involved in the deal. The discussions come just one month after Redmond, Wash.-based Starcloud said it raised $170 million at a $1.1... Starcloud, a two-year-old startup building orbital data centers, has told investors it’s in talks...

Amy Hood, CFO of Microsoft. Photo by Chona Kasinger/Getty Images

Microsoft Pushes Usage-Based Pricing as AI Eats into Cloud Margins

By Aaron Holmes and Kevin McLaughlin · Apr 30, 2026 11:59am PDT

Microsoft CEO Satya Nadella said Wednesday that a lot more people were heavily using the company’s AI-powered applications. But his company’s first quarter financial results showed the usage was dragging down profit margins in its cloud unit, prompting Microsoft to effectively boost prices. Microsoft CEO Satya Nadella said Wednesday that a lot more people were heavily using the company’...