8 articles tagged with Microsoft
Microsoft's AI chief Mustafa Suleyman reveals the company's strategy to develop advanced frontier models internally, while predicting widespread white-collar automation within 18 months.
Microsoft and Amazon's AI leaders are at odds over when enterprise automation will mature, reflecting deeper tensions between infrastructure investment and real-world execution challenges in the AI industry.
Microsoft's Q2 2026 results reveal a critical tension: cloud revenue surged past $50 billion while AI infrastructure spending continues to outpace profitability gains, raising questions about the sustainability of the company's aggressive AI investment strategy.
Perplexity AI signs a $750M cloud deal with Microsoft to access AI models via Azure, maintaining AWS as its primary provider.
Microsoft is accelerating development of AI collaboration features to compete with Anthropic's Cowork, signaling intensifying competition in enterprise AI tooling. Internal concerns about feature parity are driving a strategic pivot.
Microsoft suffered its worst single-day market collapse in years, losing $357 billion in market value as investors question the company's massive AI infrastructure spending and its ability to generate returns.
Microsoft faces critical investor scrutiny as it reports earnings amid questions about whether massive AI infrastructure investments will deliver returns. Analysts are divided on the stock's valuation heading into the Wednesday report.
Microsoft unveils Rho-alpha, a robotics model integrating vision, language, and tactile sensing for complex tasks, marking a new era in robotics AI.
