Anthropic will continue to diversify its cloud infrastructure for its Claude workloads with an agreement to purchase $30 billion in Azure compute. In addition, Nvidia will invest up to $10 billion in Anthropic and Microsoft can invest up to $5 billion. Claude will also be available on Microsoft Foundry.
Microsoft launched Agent 365, which is designed to be the control plane for native and third party AI agents, as the company aims to be a horizontal as well as vertical play. The other key theme is that Microsoft is arguing that the best way to incorporate AI agents into your business is to extend the infrastructure you already have.
Microsoft's stake in OpenAI has a number: $135 billion, or roughly 27% of the AI company.
Microsoft said its Dynamics 365 Sales Qualification Agent and Quality Evaluation Agent are generally available with its Sales Close Agent and Sales Research Agent in public preview.
Microsoft said it will add Anthropic's Claude Sonnet 4 and Claude Opus 4.1 to Microsoft Copilot Studio and Researcher in a move that highlights how the company is diversifying from OpenAI.
Microsoft is building a new quantum computing center in Maryland and line up with its work with DARPA on evaluating and funding quantum systems.
OpenAI, a master of projections for a perfect world, has an understanding that'll it'll reach an understanding with Microsoft. What could go wrong?
Microsoft announced a set of Copilots for sales, service and finance in a move that brings role-based assistants to Microsoft 365 Copilot.
Microsoft's $17.4 billion deal with Nebius adds AI compute capacity quickly but also ensures that it won't be left holding the physical infrastructure bag if the AI bubble ever bursts.
Microsoft delivered better-than-expected fourth quarter earnings results as Azure ended the fiscal year with $75 billion in revenue, up 34%.
