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Azure
Azure is Microsoft’s cloud platform for running AI workloads, enterprise systems, and industry-specific automation. Topics here include OpenAI partnerships, model hosting, cloud spend driven by training and inference, and how Azure connects software, data, and regulated operations.
7 articles
Microsoft’s $190B AI capex plan tests MSFT at $452
Microsoft plans about $190 billion of 2026 AI capex as Azure grows 31% and Build 2026 opens with new Copilot and agent updates.
Jensen Huang’s AI Comments Lift Microsoft Bull Case
Jensen Huang says agentic AI can help software firms, and Microsoft’s latest numbers back up that view.
NVIDIA and Microsoft unify agentic AI from PC to cloud
5 NVIDIA-Microsoft moves show how agentic AI now spans Windows devices, Azure, local deployment, and secure enterprise runtimes.
How GitHub’s outages stalled Microsoft’s AI coding lead
I break down why GitHub’s outages and Azure migration pain weakened Microsoft’s AI coding edge, and give you a copy-ready playbook.
Microsoft Has Spent Over $100B on OpenAI
Microsoft has spent over $100 billion on its OpenAI partnership, highlighting how deeply the company is tied to OpenAI’s growth.
Why Microsoft's $80 Billion AI Capital Expenditure Plan Is the Most I…
Microsoft's $80 billion AI buildout is the decade's defining corporate finance bet.
Why OpenAI’s Microsoft breakup is good for everyone
OpenAI’s move away from Microsoft exclusivity is the right call for customers, developers, and the market.