Microsoft

Microsoft is winding down a 2023 deal to rent AI cloud capacity from Oracle, Bloomberg reports

Microsoft is turning off AI computing capacity it rented from Oracle under a 2023 deal that used older Nvidia chips, Bloomberg reported. Oracle says demand for its AI infrastructure remains strong.

Microsoft launches Frontier Company with $2.5B investment to embed AI engineers inside enterprise customers

Microsoft is committing $2.5B and 6,000 engineers to a new unit that co-builds AI systems on-site with enterprise customers and guarantees IP protection.

Anthropic, Microsoft, and Gartner signal a billing model reckoning for enterprise SaaS buyers

Usage-based billing is expanding fast in AI SaaS, with Anthropic and Microsoft both shifting to consumption pricing within days of each other.

Microsoft Cuts 4,800 Jobs to Fund Its AI Buildout. Read the Payroll, Not the Headlines.

The gaming cuts are the story everyone is running. The operations story is where the money is going.

Microsoft launches Frontier Co. with $2.5B and 6,000 engineers to embed AI into enterprise operations

Microsoft's new Frontier Co. subsidiary will embed 6,000 engineers and consultants directly with enterprise clients to accelerate AI deployment.