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Microsoft anchors enterprise AI through Azure, OpenAI partnership, and Copilot integration across its productivity stack.
Latest on Microsoft
NVIDIA's Blackwell Ramp Signals Another Leg Up for the AI Trade
Hyperscaler demand for Blackwell GB200 systems is outstripping supply through 2026, with sovereign AI orders adding a new demand pillar.
Microsoft's Copilot Attach Rates Surprise to the Upside
Enterprise Copilot seat additions are accelerating, with attach rates in the installed base meaningfully ahead of Street models.
Hyperscaler Data Center Capex Set to Cross $400B in 2026
Combined Microsoft, Google, Meta, Amazon and Oracle capex is tracking toward a record, with power and land emerging as the new constraint.
AMD's MI350 Roadmap Tightens the Gap with NVIDIA in Inference
AMD's accelerated MI350 timeline targets inference workloads where memory bandwidth and TCO favor its architecture.
Market Movers: AI Basket Outperforms as Yields Ease
A softer rates backdrop is reigniting the AI complex, with semis and hyperscalers leading a broad-based move higher.