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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The Big Read

Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom

By Miles Kruppa · Feb 13, 2026 6:00am PST
If there are growing worries about the scale of money pouring into AI, word of that hasn’t reached Marc Lipschultz. He is co-CEO of Blue Owl Capital, a publicly traded investment firm that has struck a series of huge AI data center deals. And he’s gearing up for far more of them. Right now, he says Blue Owl is working on more than $100 billion... If there are growing worries about the scale of money pouring into AI, word of that hasn’t...
Masayoshi Son, CEO of Softbank. Photo by Akio Kon/ Getty Images
The Briefing

How SoftBank’s OpenAI Bet Could Benefit CEO Son

By Cory Weinberg · Feb 12, 2026 5:00pm PST
The “rough vibes” at OpenAI have gotten less choppy, allowing SoftBank boss Masayoshi Son to shed some personal financial risk in the company’s big OpenAI investment.A little-noticed disclosure in SoftBank’s earnings report released Thursday said that Son no longer was on the hook for the roughly $1 billion personal guarantee he had pledged so a... The “rough vibes” at OpenAI have gotten less choppy, allowing SoftBank boss Masayoshi Son to shed...
Jonathan Ross, CEO of Groq. Photo by Stefani Reynolds/ Getty Images
Dealmaker

Groq Shareholders Get a $7.6 Billion Payout

By Miles Kruppa · Feb 12, 2026 3:22pm PST
It’s been more than a month since Nvidia entered an agreement, made public on Christmas Eve, to license the technology of chip startup Groq and hire its top executives including CEO Jonathan Ross. Now the terms of the deal are coming into focus.  Groq told shareholders last month it expected to receive $17 billion in cash from Nvidia... It’s been more than a month since Nvidia entered an agreement, made public on Christmas Eve, to...
Art via Mike Sullivan

A New AI Superagent Race Is Pitting OpenAI and Anthropic Against Microsoft and Salesforce

By Aaron Holmes and Kevin McLaughlin · Feb 12, 2026 6:00am PST
Even as Anthropic and OpenAI unnerve stock market investors with business-focused AI products that could undermine existing enterprise software firms, the software incumbents are trying to catch up. Companies ranging from Microsoft to ServiceNow and Snowflake have come out with products designed to help customers develop AI agents, sometimes... Even as Anthropic and OpenAI unnerve stock market investors with business-focused AI products...