Microsoft Azure

Microsoft Azure is a cloud computing platform that allows for the creation, deployment, and management of applications and services through a global network of data centers. Key executives include CEO Satya Nadella and Executive Vice President Scott Guthrie. Competitors in the cloud computing market include Amazon Web Services and Google Cloud.

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Microsoft’s data center project Mount Pleasant, Wis. in late 2025. Joe Timmerman/Wisconsin Watch via Getty Images
AI Infrastructure

Microsoft Slowed AI Spending. Now It’s Playing Catchup

By Ann Davis Vaughan · Apr 13, 2026 8:00am PDT · 1 comment
Microsoft is playing catch-up in the AI power race by grabbing big sites in Texas and West Virginia for data centers fired by natural gas. It wasn’t long ago that the company had a big lead.In the early days of the AI boom, Microsoft’s in-house energy team amassed a 9-gigawatt war chest of grid-powered data center sites that was the envy of the... Microsoft is playing catch-up in the AI power race by grabbing big sites in Texas and West...
Microsoft CEO Satya Nadella. Getty Images.
Exclusive

Microsoft Plots New Copilot Features Inspired by OpenClaw

By Aaron Holmes · Apr 13, 2026 6:00am PDT · 2 comments
As Microsoft faces growing competition for business customers from Anthropic, it is developing new features that would make its AI assistant Copilot function more like OpenClaw, the open-source AI agent that has taken the AI industry by storm in recent months. A newly created team under Microsoft corporate vice president Omar Shahine is “... As Microsoft faces growing competition for business customers from Anthropic, it is developing...
Anthropic co-founder and president, Daniela Amodei. Bridget Bennett/Bloomberg/Getty Images.
The Briefing

Anthropic’s Revenue Growth Suggests OpenAI Is Overvalued

By Martin Peers · Apr 7, 2026 5:00pm PDT
The sooner Anthropic and OpenAI go public, the better—at least then we’d have proper financial disclosure. Both companies’ habit of updating the public on their revenue growth by references to either monthly revenue or annualized revenue, which is (loosely speaking) the last month’s revenue multiplied by 12, is getting old. And it’s not exactly... The sooner Anthropic and OpenAI go public, the better—at least then we’d have proper financial...
Art by Mike Sullivan
Exclusive

OpenAI’s China Ban Doesn’t Apply to Microsoft’s Azure China

By Qianer Liu and Juro Osawa · Jul 8, 2024 6:00am PDT
OpenAI last month announced plans to crack down on China-based artificial intelligence developers covertly accessing the startup’s technology, which it doesn’t offer in China. But OpenAI’s conversational AI models are available to Chinese businesses—if they sign up for Microsoft’s Azure cloud service, which operates... OpenAI last month announced plans to crack down on China-based artificial intelligence developers...