Scammers Just Lost to Agents
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Read the storyReporting and context on Microsoft, with a closer look at the decisions and developments that matter.
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Microsoft develops software, cloud infrastructure and AI products. Coverage follows Azure, Copilot, AI partnerships and enterprise adoption.
Reviewed 19 October 2026. Dates retain the precision of the source; retrospective disclosures are identified in the event. Azure annual revenue, AI annualized revenue and Copilot paid seats retain their distinct definitions.
Revenue, funding, product launches and major company events, newest first. Expand the earlier milestones for more history.
Microsoft reports the fiscal-year milestone, alongside more than 30M paid Microsoft 365 Copilot seats. Seats are an adoption measure, not revenue.
Source: MicrosoftMicrosoft’s model license becomes non-exclusive; OpenAI gains flexibility to serve products across clouds while revenue-sharing terms continue under a cap.
Source: OpenAI / MicrosoftEarlier revenue, financing and company milestones.
Fiscal 2025 Azure revenue rises 34%; this is the first disclosure of Azure’s annual sales at this scale, rather than total Microsoft Cloud sales.
Source: Microsoft annual reportMicrosoft reports 175% year-over-year growth in its AI business’s annualized revenue. This is not the same scope as Azure’s full-year sales.
Source: MicrosoftGenerative AI enters Word, Excel, PowerPoint, Outlook and Teams workflows, creating a new commercial software offering.
Source: MicrosoftThe companies announce a multiyear, multibillion-dollar extension of the partnership begun in 2019.
Source: OpenAIThe initial multiyear agreement links OpenAI’s research with Azure AI supercomputing infrastructure.
Source: MicrosoftThe professional network joins Microsoft, expanding its business software, data and distribution ecosystem.
Source: LinkedInThe software company later expands from personal computing into enterprise software, cloud infrastructure and AI.
Source: MicrosoftBriefs, articles and relevant sections, newest first. Explore older coverage below.
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Read the storyMicrosoft unveiled controls that strip AI agents of permissions as their risk scores rise, with its own GitHub Copilot among the agents it tracks.
Microsoft dropped Nscale's planned Essex AI datacenter after warnings that grid power may not arrive until the 2030s, leaving the cleared site without a customer.
Big Tech is on track for $750 billion in capex as developers bet AI demand outruns costs, while some AI developers have yet to profit.
Debt behind Meta's Hyperion and Microsoft's Excalibur fell below par, Oracle's Jupiter loans hit stress, and Gartner sees over $4 trillion facing writedowns.
Microsoft finished pre-training MAI-Base-2, a 2.8 trillion parameter model it says beats open rivals, but nobody can use it yet.
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Peter Thiel's hedge fund came back with $419 million: Amazon plus about 72% in power, fuel and nuclear names riding AI demand, and no chips.