Public technology company
Appears in 16 stories
Certified Windows on Arm for RTX Spark; announced Surface Laptop Ultra as a launch device
On June 1 in Taipei, Nvidia CEO Jensen Huang unveiled what the company is calling the RTX Spark Superchip, a 20-core Arm processor co-designed with MediaTek carrying a Blackwell GPU with 6,144 CUDA cores. Microsoft confirmed Windows on Arm support the same morning. ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI committed to shipping RTX Spark laptops this fall, with Acer and GIGABYTE announced as follow-on brands.
Updated Jun 16
Shipping its own agent platform and AI models after Build 2026, while still running OpenAI and Anthropic models in existing products
OpenAI's Codex can now see and click inside Windows applications, a capability Anthropic's Claude has offered since October 2024. Microsoft joined them at Build 2026 in early June, launching its own Windows Agent Framework as open-source software and introducing Scout, an always-on background agent for Microsoft 365.
Updated Jun 8
Distribution partner via Microsoft 365 integration
Four weeks after unveiling its Wall Street agents, Anthropic filed a confidential S-1 with the SEC on June 1, 2026, backed by a $65 billion funding round at a $965 billion valuation. JPMorgan Chase—the bank whose CEO Jamie Dimon co-headlined the May 5 product launch—is one of three lead underwriters.
Updated Jun 3
Leading the OS-as-agent-host bet
For 40 years, an operating system was a passive surface: apps ran on it, users clicked through it, and the OS arbitrated memory and files. On June 2, 2026, Microsoft moved Windows out of that role. At Build in San Francisco, CEO Satya Nadella and Windows chief Pavan Davuluri announced a system-level runtime that hosts AI agents the way Windows once hosted.exe files.
Updated Jun 2
Owns GitHub, sets broader Copilot strategy
For four years, GitHub Copilot users paid a flat fee for as many AI suggestions as they wanted. On June 1, that ended. Every paid tier — Pro, Pro+, Business and Enterprise — now bills by tokens consumed, with projected monthly bills for heavy users jumping from $29 to several hundred dollars.
Updated Jun 1
Concluded research project; technical precedent for current buildout
A sealed steel capsule sits on the seabed off Shanghai's Nanhuizui coast, drawing more than 95% of its power from offshore wind turbines and using cold seawater to cool its servers. It is the world's first wind-powered underwater data center, and its operators have signed deals to scale the design into a 500-megawatt cluster.
Updated May 31
Launched first-ever voluntary buyout program (~7% of US workforce); AI, Azure OpenAI, and GitHub Copilot teams explicitly exempt
For most of computing's history, every line of production code at a major software company was typed by a human. On April 24 at Google Cloud Next 2026, Google CEO Sundar Pichai said 75 percent of new code at the company is now generated by artificial intelligence and reviewed by engineers. That share was 25 percent in October 2024.
Holds 27% equity stake; Azure exclusivity ended April 2026; revenue share capped at $38B through 2030
After the $122 billion round closed in April, OpenAI ended its Azure cloud exclusivity and capped Microsoft's revenue share at $38 billion through 2030. On May 18, a jury dismissed Elon Musk's suit seeking $134 billion and the reversal of OpenAI's for-profit structure.
Updated May 29
Leading enterprise AI deployment through Copilot
Microsoft's AI chief Mustafa Suleyman told the Financial Times on February 13, 2026 that most white-collar work—accounting, legal, marketing, project management—will be fully automated within 12 to 18 months. It's the most aggressive timeline yet from a major tech executive, and it comes as AI coding assistants already generate 46% of code at companies using GitHub Copilot.
Primary maintainer of Windows operating system security
Microsoft released its February 2026 Patch Tuesday update fixing 58 security flaws, including six zero-day vulnerabilities already being exploited; the most severe bypasses Windows SmartScreen, tricking users into running malicious software without warnings. CISA added all six to its Known Exploited Vulnerabilities catalog, giving federal agencies until March 3, 2026 to patch.
Updated May 27
Q1 FY2026 beat: Azure 40% growth above guidance; $250B incremental OpenAI Azure contract; Fairwater 2GW Wisconsin facility; $34.9B quarterly capex tracking above annual guidance; OpenAI losses cost $3.1B/quarter
The four largest cloud providers—Microsoft, Meta, Alphabet, and Amazon—are tracking toward over $720 billion in combined AI infrastructure spending for 2026, up sharply from $410 billion in 2025. All four reported first-quarter results on April 29, 2026. Microsoft delivered the clearest signal: $77.7 billion in revenue (up 18% year-over-year), Azure cloud growth of 40% (above its 37% guidance), and earnings per share of $4.13 versus analyst estimates of $3.67.
Updated May 26
27% shareholder; exclusive cloud and IP partner through 2032
OpenAI filed a confidential draft registration with the Securities and Exchange Commission (SEC) on Friday, May 22, 2026. The filing is the first formal step toward a public listing that could value the ChatGPT maker above $1 trillion.
Updated May 22
First company to commit to consumer electricity cost protections
For decades, American households paid roughly the same share of electricity costs regardless of which industries were expanding. AI data centers have broken that arrangement.
Updated May 20
Azure capex exceeding $80B in 2025, OpenAI exclusive partner
ChatGPT's November 2022 launch triggered the fastest infrastructure buildout in tech history. Hyperscalers are now on track to spend over $1 trillion in 2026, exceeding the GDP of all but 10 countries.
Updated May 19
Restarting Three Mile Island Unit 1 under 20-year power purchase agreement
Google spent $4.75 billion over a year ago acquiring Intersect Power, owning power plants that feed its AI data centers. Amazon bought a Pennsylvania nuclear campus; Microsoft restarted Three Mile Island in September 2024; Meta announced nuclear deals with Vistra, TerraPower, Oklo unlocking up to 6.6 gigawatts for American AI. Tech giants now control the grid.
Updated May 16
Microsoft Store removal and Windows desktop guidance push users to web/Facebook app
On December 15, 2025, Meta effectively bricked Messenger's standalone desktop apps: no more logins, no native client. Users got pushed to Messenger.com or Facebook.com.
Updated May 15
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