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Microsoft has never disclosed Azure’s quarterly revenue in dollars. It has typically only shared a growth percentage or described revenue dollar milestones in vague ways. But on Wednesday, when it posted another record-breaking quarter, it reported that Azure brought in a healthy $33.2 billion in revenue for the July–September quarter, up 48% from a year earlier….
Microsoft president Brad Smith is calling for urgent regulation of AI, and his argument is that consumer products like milk and washing machines have more oversight than the companies building artificial intelligence. On a recent BBC podcast, Smith called AI both a “weapon and a tool” that is putting the world’s cybersecurity at risk and…
Most mice quietly assume something about the person using them. Right-handed by default, with a thumb shelf that only makes sense from one side, they’ve trained an entire industry to treat left-handed users as an edge case worth a smaller, cheaper afterthought. Microsoft’s new Surface Mouse skips that assumption entirely, building its whole shape around…
Two more news organizations are suing OpenAI and Microsoft over the supposed use of their journalism to train AI. A lawsuit filed by The Seattle Times and Newsday argued that with the advent of AI, the journalism industry could become “broken beyond repair.” The lawsuit described generative AI as “a snake eating its own tail”…
Lambda, an AI cloud company that buys computing chips and rents them out to businesses, has raised $1 billion in private, short-dated debt to buy Nvidia’s AI chips that it will lease to Microsoft, Bloomberg reports. The terms of the deal, which Bloomberg says was arranged by JP Morgan Chase, signal that Lambda is betting…
A security researcher has published details of a new vulnerability in the latest versions of Windows that allows hackers to gain system-wide access to the user’s device and data, despite facing a legal threat from Microsoft weeks earlier over the release of previously unknown software flaws. The new bug, dubbed ShieldBreak, is the latest disclosure…
When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing. For the quarter, it recorded its investment in Anthropic as a $3.2 billion gain, boosting diluted earnings per share…
Microsoft is in a unique position as AI overtakes the tech industry. It’s one of the world’s largest cloud providers and software-as-a-service companies, while also holding valuable stakes in the two biggest AI labs, OpenAI and Anthropic. Those incentives are starting to clash as Microsoft posts blockbuster financial results. The company just reported an extremely…
On Sunday, Microsoft CEO Satya Nadella doubled down on the shocking warning he issued earlier this month to businesses that use AI, taking it a step further this time. Companies that rely wholly on the proprietary AI labs for their AI needs ultimately won’t survive, he predicts. That’s what he said on CNN’s “Fareed Zakaria…
Microsoft appears to be prepping its sales team to get more competitive with the other major players in the AI industry. At an internal meeting on Tuesday, the company’s executives outlined a plan for salespeople to negatively compare AI products from companies like OpenAI, Google, and Anthropic to its own, according to a new report…