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

Art via Mike Sullivan

Standard Intelligence Rides Neolab Fervor with Computer Use Model

By Rocket Drew · Apr 30, 2026 7:00am PDT

Pedestrians in downtown San Francisco are used to seeing Waymos navigating the streets. But two months ago, people in the South Park neighborhood saw something new: a Toyota Rav4 driving around with a laptop propped on the dashboard. The laptop was running a new breed of AI model, known as a “computer use model,” from a two-year-old startup... Pedestrians in downtown San Francisco are used to seeing Waymos navigating the streets. But two...

Photo by Amy Osborne/Getty Images

Artificial Intelligence

Musk Battles OpenAI Lawyer Over Claims Co-Founders Stole a Charity

By Rocket Drew · Apr 29, 2026 8:01pm PDT

The AI era’s mega-trial delivered its first real drama, as an OpenAI lawyer sought to portray Elon Musk as resentful and double-dealing during a tense cross examination Wednesday. Bill Savitt, OpenAI’s outside counsel, and a veteran of legal combat with Musk, called into question Musk’s motivations for bringing the lawsuit and sought to... The AI era’s mega-trial delivered its first real drama, as an OpenAI lawyer sought to portray...

Left to right: Microsoft's Satya Nadella, Meta's Mark Zuckerberg, Amazon's Andy Jassy and Google's Sundar Pichai. Getty Images.

Google Cloud and AWS Shine in Big Tech's Quarterly Update

By Martin Peers · Apr 29, 2026 5:00pm PDT

It was the Super Bowl of quarterly tech earnings today, with March-quarter results from Google, Microsoft, Amazon and Meta Platforms. The tsunami of numbers, all released within a few minutes of each other, might overwhelm even a top AI model. But for a human, what was clear was that surging demand for AI computing capacity is lifting cloud... It was the Super Bowl of quarterly tech earnings today, with March-quarter results from Google,...

Art by Mike Sullivan

XAI Shows How Hard It Is to Use a Lot of GPUs at Once

By Stephanie Palazzolo · Apr 29, 2026 7:05am PDT

Art by Mike Sullivan

XAI Shows How Hard It Is to Use a Lot of GPUs at Once

By Stephanie Palazzolo · Apr 29, 2026 7:05am PDT

AI developers have been desperately scrambling to get ahold of Nvidia server chips lately, as we wrote last week. When developers do get the graphics processing units, they’re under a lot of pressure to wring as much performance as possible from that expensive hardware.That’s easier said than done. Training AI models can be “bursty,” meaning... AI developers have been desperately scrambling to get ahold of Nvidia server chips lately, as we...

OpenAI CFO Sarah Friar. Lauren Justice/Bloomberg/Getty Images.

OpenAI's Wall Street Disconnect

By Martin Peers · Apr 28, 2026 5:00pm PDT

Talk about out of touch with reality. Investors slammed the tech sector on Tuesday, spurred in part by a Wall Street Journal report that OpenAI had missed some internal revenue projections. Among the biggest to take a hit were two cloud firms that depend heavily on OpenAI for business: Oracle and CoreWeave, whose stocks fell 4% and 5.8%,... Talk about out of touch with reality. Investors slammed the tech sector on Tuesday, spurred in...

Photo by Noah Berger/Getty Images

AWS Joins Superagent Race, Pushes Its Own Version of Claude Cowork

By Laura Bratton · Apr 28, 2026 11:50am PDT

Amazon Web Services has been in the spotlight this week because it can now sell OpenAI models to its cloud-server customers for the first time, thanks to a sudden change in OpenAI’s long-running partnership with Microsoft. But AWS is still chasing its white whale: creating a hit enterprise application.With that in mind, AWS on Tuesday... Amazon Web Services has been in the spotlight this week because it can now sell OpenAI models to...

Art via Getty Images

Startup Founded by Ex-Nvidia Researcher Among New World Models Endeavors

By Stephanie Palazzolo and Julia Hornstein · Apr 28, 2026 7:00am PDT

Young startups such as Fei-Fei Li’s World Labs and Yann LeCun’s AMI Labs have raised billions of dollars in funding in the last year to develop world models. That’s the term for foundation models that approximate the physics of how objects and humans interact with their surroundings—attributes some researchers believe are key to developing... Young startups such as Fei-Fei Li’s World Labs and Yann LeCun’s AMI Labs have raised billions of...

Satya Nadella, left, and Sam Altman. Photos by Getty Images.

How Nadella and Altman Averted a Legal War Over AWS

By Aaron Holmes and Sri Muppidi · Apr 28, 2026 6:44am PDT

Satya Nadella, left, and Sam Altman. Photos by Getty Images.

How Nadella and Altman Averted a Legal War Over AWS

By Aaron Holmes and Sri Muppidi · Apr 28, 2026 6:44am PDT

For years, executives at Microsoft have become accustomed to tussling with OpenAI over the terms of the companies’ complicated business partnership, which gave Microsoft exclusive rights to sell OpenAI’s technology to cloud customers. Then two months ago, the ChatGPT maker announced a surprise deal to sell its AI to businesses through Amazon, a... For years, executives at Microsoft have become accustomed to tussling with OpenAI over the terms...

Microsoft CEO Satya Nadella. Sven Hoppe/Getty Images.

Microsoft Comes Out of OpenAI Deal a Winner; Risks in AI Financing

By Martin Peers · Apr 27, 2026 5:00pm PDT

Microsoft and OpenAI had big news this morning but before we dive into that, it's fair to say there’s a lot of excitement among investors (and reporters!) about the upcoming SpaceX IPO. But some people have a refreshingly realistic assessment of the situation. “There’s a trillion ways this can go wrong,” said Ashley MacNeill, co-head of capital... Microsoft and OpenAI had big news this morning but before we dive into that, it's fair to say...

Art via Getty Images

AI Infrastructure

Startup GridCare Aims to Tap Hidden Power Capacity

By Ann Davis Vaughan · Apr 27, 2026 8:00am PDT

Power scarcity is all anyone talks about in the AI world. Funny how we actually have plenty.GridCare, which emerged last year from a Stanford University sustainability accelerator, has surprised AI developers and even utilities by finding power that they can tap even in congested urban markets where the grid appeared sold out.Power grids are... Power scarcity is all anyone talks about in the AI world. Funny how we actually have plenty....

Art via Getty Images

The Nuances of Cursor’s Gross Margin; Comparing GPT-5.5 and Claude Mythos

By Stephanie Palazzolo and Cory Weinberg · Apr 27, 2026 7:00am PDT

Before we get to today’s column, we’ve got an update in tech’s favorite relationship: OpenAI and Microsoft. As a result of a revision to their deal, Microsoft Azure no longer has exclusive rights to sell OpenAI models and that Microsoft no longer has to share 20% of the revenue it makes from selling OpenAI models on Azure with OpenAI. Both... Before we get to today’s column, we’ve got an update in tech’s favorite relationship: OpenAI and...

AWS CEO Matt Garman delivers a keynote address during AWS re:Invent 2025. Photo by Noah Berger/Getty Images.

OpenAI’s AWS Push Comes As Customers Embrace Rivals

By Catherine Perloff · Apr 27, 2026 6:00am PDT · 1 comment

AWS CEO Matt Garman delivers a keynote address during AWS re:Invent 2025. Photo by Noah Berger/Getty Images.

OpenAI’s AWS Push Comes As Customers Embrace Rivals

By Catherine Perloff · Apr 27, 2026 6:00am PDT · 1 comment

Amazon has touted a deal to finally bring OpenAI to its Amazon Web Services cloud unit with a new offering geared toward running AI agents. But some AWS customers have shrugged at the announcement, in part because they’ve come to rely on other model makers in the three years since OpenAI set off the AI boom. Six firms that work with AWS, either... Amazon has touted a deal to finally bring OpenAI to its Amazon Web Services cloud unit with a new...

Musk-OpenAI and Big Tech Earnings on Deck This Week

Musk-OpenAI and Big Tech Earnings on Deck This Week

By Martin Peers · Apr 26, 2026 3:00pm PDT

This is going to be a fun week. First, Elon Musk and Sam Altman square off in a California court over the origins of OpenAI (for more details, see here). The final outcome probably won’t have a huge impact on the ChatGPT company—Musk’s chances of both winning the case and getting everything he wants from a victory seem unlikely, as we wrote here... This is going to be a fun week. First, Elon Musk and Sam Altman square off in a California court...

Art: Clark Miller (Photos: courtesy of the Breakthrough Prize)

The Night Hollywood and Silicon Valley Celebrated Together

By The Information Staff · Apr 25, 2026 8:13am PDT

In a festive merger, the glitterati and the technorati combined forces in Los Angeles a week ago for the annual Breakthrough Prize black-tie gala, which hands out million-dollar awards to the world’s leading scientists. In a festive merger, the glitterati and the technorati combined forces in Los Angeles a week...

Photos of Elon Musk and Sam Altman via Getty Images; art by Mike Sullivan

Elon Musk’s Legal War With OpenAI’s Sam Altman Set for Showdown in Court

By Rocket Drew · Apr 24, 2026 12:54pm PDT · 1 comment

The artificial intelligence era’s biggest legal battle heads to a showdown next week, as Elon Musk and OpenAI CEO Sam Altman are scheduled to face off in a federal courtroom in Oakland, Calif., over the future of the company that pioneered the AI boom. The trial in Musk’s lawsuit against Altman, OpenAI and its partner Microsoft starts with jury... The artificial intelligence era’s biggest legal battle heads to a showdown next week, as Elon...