Microsoft Spending on Anthropic AI Nears $500 Million Annually

The spending highlights Microsoft's strategy to diversify its AI partnerships beyond OpenAI, whose models already power parts ...
IMD Business School

The ecosystem playbook: Lessons from Microsoft’s meteoric rise

Discover how Microsoft’s ecosystem-centric strategy under Satya Nadella fueled its transformation into a cloud and AI leader.
Nasdaq

Azure Drives Microsoft's AI Strategy: Wait for Q3 Before Buying

Microsoft’s MSFT third-quarter fiscal 2025 results, scheduled to be reported on April 30, are likely to be driven by steady growth in its cloud platform, Azure. (Read Now: Should You Buy, Sell or Hold ...
Seeking Alpha

Microsoft remains attractive for long-term investors due to Azure, AI strategy: Evercore

Microsoft (NASDAQ:MSFT) remains an attractive long-term company for investors as the software giant's artificial intelligence strategy is working, and its Azure segment continues to demonstrate ...