A global Azure and 365 outage hours before earnings revealed the fragility of Microsoft's dominance, briefly disrupting apps and websites worldwide. But its latest earnings demonstrated its unmatched lead in enterprise AI. Azure and other cloud services jumped 40%, powering Microsoft Cloud’s 26% revenue surge to $49.1 billion. Despite the hiccup, Microsoft’s results confirmed AI’s full integration into its business model, with Copilot and Azure fueling recurring cloud consumption—and turning productivity into predictable, high-margin growth.

The news: Cohere wants to ease enterprise concerns around AI adoption with the launch of North, its new flagship platform. North is a privately deployable agentic platform that lets companies create, manage, and deploy AI agents entirely behind their own firewall. Our take: With the frenetic pace of AI model launches and the pressure for quick enterprise adoption, data governance and security can’t be an afterthought. Platforms like North give enterprises a path to adopt powerful AI tools without giving up control over sensitive information.

The news: Microsoft’s latest earnings reflect more than just a Wall Street beat—they signal a deeper shift in how enterprises are adopting productivity software, cloud infrastructure, and embedded AI to run their businesses. It reported $76.4 billion in revenues, up 18% YoY. Microsoft Cloud made up $46.7 billion of those revenues, up 27% YoY, as cloud demand remains strong across all workloads. Our take: With strong recurring revenue, expanding AI use cases, and leadership across productivity and cloud, Microsoft is increasingly well-insulated from macroeconomic headwinds and well positioned to shape the future of work and software.

Copilot, Edge, and Azure upgrades show Microsoft is building an AI pipeline to control development, infrastructure, and productivity.

A move to a public benefit structure could drastically cut Microsoft’s profits, signaling a power shift in the alliance that has fueled Azure’s recent growth.

With AI revenues soaring and Azure scaling, Microsoft is doubling down on infrastructure to lead tech’s next wave, even as regulators circle.

Microsoft bets big on AI and cloud, but TikTok acquisition could reshape its ad strategy: Investors weigh future growth against spending risks and competition.

Claiming anticompetitive behavior, Google asks the FTC to break up the exclusive partnership, arguing that it locks rivals out and entrenches Azure’s dominance.

As AI workloads push limits, Microsoft’s repeated outages threaten its once-unshakable claim as a reliable tech leader.

AI and ad revenues lift Microsoft’s fiscal Q1: Company’s AI-powered ad platforms draw advertisers amid enterprise cloud gains.

Generative AI comes to EHRs: Microsoft’s strong AI position could bring the company more healthcare cloud customers since its integrated AI tech with Epic can only be accessed on Azure.

Can’t afford a picnic: Microsoft cut contractors, laid off an entire division, and tightened its expense belt. Between gloomy cloud forecasts and regulations, things could get tougher for Big Tech.

Brands and retailers are adopting new technologies as they pursue supply chain optimization: Kraft Heinz, UPS, and Amazon are looking to AI, the cloud, and other tools to streamline operations.

On the back of its Azure Health Data Services launch, we unpack how Microsoft is on its way to leading the healthcare cloud market.