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

Satya Nadella. Photo via Getty

Microsoft Hopes Anthropic Will Solve Its Copilot Problems

By Aaron Holmes · Sep 30, 2025 10:30am PDT

After AI coding apps like Cursor and Replit popularized “vibe coding,” Microsoft wants to make “vibe working” happen.Microsoft on Monday unveiled Office Agent, which lets people create complex PowerPoint presentations and Excel spreadsheets based on simple written prompts in the Copilot chatbot. After AI coding apps like Cursor and Replit popularized “vibe coding,” Microsoft wants to make “...

Subscriber Survey

Top AI Chatbots Lose Ground Among Our Readers

By Shane Burke · Sep 30, 2025 10:00am PDT · 1 comment

ChatGPT remains by far the most widely used chatbot among people responding to The Information Pro’s latest subscriber survey, but it lost ground over the past seven months. So did most other chatbots, possibly a sign that our readers are experimenting with fewer chatbots and have decided on those they want to primarily use. Overall, the use of... ChatGPT remains by far the most widely used chatbot among people responding to The Information...

Art by Clark Miller.

Three New Papers AI Researchers Are Reading; What To Expect at AI Agenda Live

By Stephanie Palazzolo · Sep 30, 2025 7:00am PDT

It wouldn’t be the eve of our AI Agenda Live conference without a midnight scoop! In case you missed it, check out last night’s story from Amir, Cory and me on OpenAI’s financials for the first half of 2025.I might be slightly sleep-deprived, but I’m thrilled to be seeing many of you in just a few hours at our AI Agenda Live: The Next Wave event... It wouldn’t be the eve of our AI Agenda Live conference without a midnight scoop! In case you...

OpenAI CFO Sarah Friar via Getty

OpenAI’s First Half Results: $4.3 Billion in Sales, $2.5 Billion Cash Burn

By Stephanie Palazzolo, Amir Efrati and Cory Weinberg · Sep 29, 2025 9:18pm PDT · 31 comments

OpenAI CFO Sarah Friar via Getty

OpenAI’s First Half Results: $4.3 Billion in Sales, $2.5 Billion Cash Burn

By Stephanie Palazzolo, Amir Efrati and Cory Weinberg · Sep 29, 2025 9:18pm PDT · 31 comments

OpenAI generated around $4.3 billion in revenue in the first half of 2025, about 16% more than it generated all of last year, according to financial disclosures to shareholders. The company said it burned $2.5 billion, in large part due to its research and development costs for developing artificial intelligence and for running ChatGPT. Some of... OpenAI generated around $4.3 billion in revenue in the first half of 2025, about 16% more than it...

OpenAI CEO Sam Altman. Photo via Getty

OpenAI Goes Shopping

By Martin Peers · Sep 29, 2025 5:00pm PDT · 2 comments

You might think the $55 billion buyout of Electronic Arts would be today’s biggest business event. But that’s yesterday’s news—word of the deal broke on Friday. (For more on that, see below). Today’s biggest news, in reality, is OpenAI’s launch of its shopping feature, which puts the ChatGPT creator in competition with everyone from Amazon to... You might think the $55 billion buyout of Electronic Arts would be today’s biggest business...

Art via Getty; Mike Sullivan

Special Report Series

Sam Altman Wants 250 Gigawatts of Power. Is That Possible?

By Anissa Gardizy and Amir Efrati · Sep 29, 2025 8:00am PDT · 3 comments

Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming months, we’ll cover the data centers, chips, networking and energy that power AI.Artificial intelligence is hungry for power at a scale that defies belief.Last week, OpenAI and Nvidia said they would work together to develop 10 gigawatts of data... Welcome to the first edition of The Information’s newsletter on AI infrastructure. In the coming...

Art by Mike Sullivan.

Product-List Startup Gets a ChatGPT Bump; Huang’s $1 Trillion Claim

By Ann Gehan · Sep 29, 2025 7:15am PDT

Before we get to today’s newsletter, Stephanie’s profile of Mira Murati’s Thinking Machines Lab, the mysterious $10 billion startup, is a fascinating look at Murati’s background and explains why she’s got such a following among AI researchers and, as a result, investors. It’s definitely worth a read.On to today’s column…As artificial... Before we get to today’s newsletter, Stephanie’s profile of Mira Murati’s Thinking Machines Lab,...

The People Running Elon Musk’s xAI

By Theo Wayt · Sep 29, 2025 6:00am PDT

The People Running Elon Musk’s xAI

By Theo Wayt · Sep 29, 2025 6:00am PDT

Elon Musk has been paying closer attention to his artificial intelligence company, xAI, over the past few months, pushing staff to move as quickly as possible to catch up with rivals like OpenAI and Anthropic. The xAI CEO’s increased involvement has led to frequent reorganizations, demotions and firings on the teams building the company’s AI... Elon Musk has been paying closer attention to his artificial intelligence company, xAI, over the...

Art by Clark Miller; Getty Images

Artificial Intelligence

How Jensen Huang is Using Nvidia Cash to Rule the AI Economy

By Anissa Gardizy, Nick Wingfield, Wayne Ma and Qianer Liu · Sep 27, 2025 6:00am PDT · 8 comments

Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia’s Jensen Huang. Just in September, Nvidia agreed to buy any unused Nvidia graphics processing units that cloud provider CoreWeave doesn’t sell to other customers over the next seven years, a deal potentially... Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has...

Silver Lake's Egon Durban. Photo via Getty

Silver Lake’s Big Week

By Cory Weinberg · Sep 26, 2025 5:00pm PDT

This week’s biggest business headlines should convince you: One of the most interesting non-founders in tech or finance is Silver Lake’s Egon Durban.First, the under-the-radar tech investor squeezed into the middle of the Trump administration’s deal to split TikTok from its Chinese parent company, and at a seemingly bargain-basement price.... This week’s biggest business headlines should convince you: One of the most interesting...

Art by Clark Miller; Getty Images

The $10 Billion Enigma of Mira Murati

By Stephanie Palazzolo · Sep 26, 2025 6:00am PDT · 7 comments

This summer, Meta Platforms offered multiple researchers at artificial intelligence startup Thinking Machines Lab sizable compensation packages to join its new AI lab. When all of the researchers declined the offers, Thinking Machines CEO Mira Murati sent a flattering news report about Meta’s attempted raid to her staff over Slack. At the same... This summer, Meta Platforms offered multiple researchers at artificial intelligence startup...

Josh Klahr, a product management leader at Snowflake. Art by Clark Miller; YouTube.

Snowflake Tries to End the AI Data-Access Wars

By Amir Efrati and Kevin McLaughlin · Sep 25, 2025 10:44am PDT

Josh Klahr, a product management leader at Snowflake. Art by Clark Miller; YouTube.

Snowflake Tries to End the AI Data-Access Wars

By Amir Efrati and Kevin McLaughlin · Sep 25, 2025 10:44am PDT

Snowflake is reversing an incendiary trend of software incumbents such as Salesforce and Atlassian walling off data in their applications from artificial intelligence startups that threaten them.On Tuesday, Snowflake said a consortium of more than a dozen other enterprise app and database providers—including, ironically, Salesforce—have... Snowflake is reversing an incendiary trend of software incumbents such as Salesforce and...

Art via Mike Sullivan

More AI Startups Join the $100 Million ARR Club. But Will They Stay?

By Stephanie Palazzolo and Natasha Mascarenhas · Sep 25, 2025 7:00am PDT · 3 comments

These days, it seems like each week another artificial intelligence startup announces it’s surpassed $100 million in annualized revenue, a milestone that historically meant a startup had achieved “product-market fit”—in other words, customers really want to pay for its products.In the last five months, our reporting shows that at least six “AI... These days, it seems like each week another artificial intelligence startup announces it’s...

Photos courtesy of the subjects

The Investment Bankers Winning at the AI Deal Game

By Valida Pau · Sep 25, 2025 6:00am PDT

There’s nothing like an earth-changing new technology to get the tech industry’s dealmaking juices flowing. That’s been good news and bad news for bankers, who have pocketed fees but have been boxed out of some of the biggest deals. We’ve pulled together a list of the bankers who have led the way on artificial intelligence dealmaking. The... There’s nothing like an earth-changing new technology to get the tech industry’s dealmaking...

Art by Clark Miller.

Who Will Build the First True AI Device?

By The Information Staff · Sep 24, 2025 9:46am PDT

The race to develop personal AI devices is in full swing. Meta’s announcement of a new line of smart glasses with a built-in AI assistant is the latest example of tech giants and ambitious startups trying to transform AI into the next personal device after the smartphone. We asked Deep Research to create a comprehensive report on the topic. The race to develop personal AI devices is in full swing. Meta’s announcement of a new line of...

Art by Clark Miller

Why It Pays to Hack OpenAI and Anthropic Models

By Aaron Holmes · Sep 24, 2025 9:15am PDT

Art by Clark Miller

Special Report Series

Why It Pays to Hack OpenAI and Anthropic Models

By Aaron Holmes · Sep 24, 2025 9:15am PDT

When Dan Lahav was in grade school, he became obsessed with the short stories of Isaac Asimov, where robots gain sentience and trick humans into relinquishing control of society. Today he spends his time prodding artificial intelligence to do just that. Lahav is CEO of Irregular, a two-year-old startup that specializes in testing AI models’... When Dan Lahav was in grade school, he became obsessed with the short stories of Isaac Asimov,...

Photo courtesy of Scale

Inside Scale AI’s New Robot Labs

By Rocket Drew · Sep 24, 2025 7:00am PDT

After Meta Platforms bought nearly half of the data labelling startup Scale AI and hired its co-founder Alexandr Wang and other key employees, Scale’s future looked uncertain. Even more so after the nine-year old startup laid off 200 employees and customer OpenAI wound down its work with the company.Now, we’re getting a sense of how Scale’s... After Meta Platforms bought nearly half of the data labelling startup Scale AI and hired its...

Sam Altman. Photo via Getty

Can We Afford AI?

By Martin Peers · Sep 23, 2025 5:00pm PDT

Hey, ChatGPT, can you explain this artificial intelligence disconnect? In a blog post today, OpenAI CEO Sam Altman said, “Growth in the use of AI services has been astonishing.” Meanwhile, countless news reports cite businesses who say they’ve yet to see enough benefit in AI to pay for it. We reported last week, for instance, that Microsoft was... Hey, ChatGPT, can you explain this artificial intelligence disconnect? In a blog post today,...

Nvidia CEO Jensen Huang via Getty

In OpenAI Megadeal, Nvidia Discusses a New Business Model: Chip Leasing

By Anissa Gardizy and Sri Muppidi · Sep 23, 2025 2:31pm PDT · 7 comments

OpenAI and Nvidia are discussing an unusual way to structure their new artificial intelligence data center partnership, under which OpenAI would lease Nvidia’s AI chips rather than buying them, according to two people who spoke to executives at the companies about it. The discussion shows how Nvidia is considering new business models to sell its... OpenAI and Nvidia are discussing an unusual way to structure their new artificial intelligence...

Workday Chief Technology Officer Peter Bailis. Art by Clark Miller; image via YouTube.

Every Enterprise Software Firm is Selling the Same AI Products

By Amir Efrati and Aaron Holmes · Sep 23, 2025 10:30am PDT · 1 comment

Workday Chief Technology Officer Peter Bailis. Art by Clark Miller; image via YouTube.

Every Enterprise Software Firm is Selling the Same AI Products

By Amir Efrati and Aaron Holmes · Sep 23, 2025 10:30am PDT · 1 comment

Workday has spent most of its 20-year existence selling applications that businesses use to manage their employees and financial operations. Now, the company is joining the growing list of software incumbents that are competing head-on in ways they didn’t use to, by selling the same artificial intelligence-powered applications.Last week, Workday... Workday has spent most of its 20-year existence selling applications that businesses use to...