Microsoft
AI Intelligence Briefcase
Synthesize all available public data, government contracts, patent filings, and funding rounds for Microsoft into a comprehensive strategic report.
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Market Intelligence & News
Microsoft (MSFT) Is Building A Billion Dollar AI Business In China
Microsoft (NasdaqGS:MSFT) is building a large AI and cloud business in China, supplying OpenAI models through Azure to major local technology companies. ByteDance is reported to spend over US$1b annually on Microsoft AI and cloud services, with Ant Group, Meituan, and Tencent also using Microsoft models. Microsoft has emerged as a key provider of OpenAI technology in China at a time when several US competitors are not active in the region. For investors watching Microsoft, this growing AI...
Microsoft Corp (MSFT): Teams Getting Another Feature Boost
Microsoft Corp (NASDAQ:MSFT) is one of the most promising metaverse-related stocks to buy now. The company’s exposure to immersive technology comes primarily through Teams Immersive, 3D avatars in Microsoft Teams, spatial computing, and more. Microsoft Corp (NASDAQ:MSFT) continues to enhance its Teams product with more features. On June 10, the company updated the roadmap of […]
Microsoft warns new malware turns copy-paste against you
Ctrl+C and Ctrl+V, the universally loved shortcut pair, is now a big threat to your crypto wallet. Microsoft (NASDAQ: MSFT) has uncovered a new strain of malware built to quietly drain cryptocurrency from Windows users. In a report on June 17, Microsoft Threat Intelligence and Microsoft ...
Microsoft Builds $1 Billion-Plus AI Business With ByteDance
ByteDance is on track to spend more than $1 billion annually on Microsoft AI and cloud services.
Microsoft Faces AI Expectations Test
Strong growth continues, but valuation and spending remain key investor concerns.
EU Cloud Probe Puts Microsoft, Amazon on Watch
Azure and AWS could face DMA obligations on interoperability, customer lock-in, and self-preferencing if EU regulators proceed.
Microsoft Scores Massive China AI Win as TikTok Parent Eyes $1 Billion Spend
TikTok Parent Emerges as Microsoft's Biggest AI Customer in China
Microsoft just delivered power users bad news
Picture someone at a company who has fully bought into Microsoft Copilot. They use it constantly, hundreds of tasks a week, drafting documents, summarizing meetings, chasing down information across the company's files. By any measure, exactly the kind of power user Microsoft would want. Turns out ...
Microsoft expands AI business in China, with ByteDance emerging as top customer
Microsoft Corp (NASDAQ:MSFT) is expanding its artificial intelligence business in China, with ByteDance expected to spend more than $1 billion annually on the company's AI and cloud services, according to a Bloomberg report. Bloomberg reported that Microsoft has become a key provider of...
Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”
The artificial intelligence boom is reshaping more than just software. It is rewriting the economics of the entire technology industry. The four largest hyperscalers — Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Meta Platforms (NASDAQ:META) — are expected to spend roughly $750 billion on AI infrastructure in 2026. That spending spree is consuming enormous amounts ... Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”
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