Microsoft

Big Tech earnings show split between AI trade winners and losers

The artificial intelligence boom is alive and well, but investors are getting more granular

The world’s largest software maker has been rushing to bake AI into its cloud services and applications such as the Copilot assistant.

Microsoft cloud growth fails to ease investors’ AI concerns

Twenty million customers are now paying for Copilot, the company’s flagship AI application, up from 15 million in the prior quarter

Even the mere prospect of a leak will put Anthropic under unrelenting scrutiny over its fitness as a custodian of a system as powerful as Mythos, says the writer.
THINKING ALOUD

Anthropic risks shooting itself in the foot with Mythos

The AI firm might have bitten off more code than it can chew

As part of the deal, the world’s largest software maker will no longer pay a revenue share on OpenAI products it resells on its cloud.

OpenAI breaks free from exclusive AI pact with Microsoft

New products from the artificial intelligence startup will still be made available first on cloud unit Azure

Earlier this year, higher-than-expected capital spending spooked investors and helped send Magnificent Seven stocks into a tailspin, falling 16% in the first three months of 2026.

Big Tech’s US$16 trillion earnings week is make-or-break for rally

Alphabet, Microsoft, Amazon and Meta are set to report their results on Wednesday

Meta employees have spent much of the year fretting about job cuts, which already hit the Reality Labs division and other teams.

Meta, Microsoft plan cuts, buyouts that may affect 23,000 jobs

Both companies have instituted several rounds of layoffs in recent years

About 8,750 Microsoft workers are eligible for the buyouts programme.

Microsoft offers voluntary retirement to about 7% of US workers

Eligible workers include personnel whose years of service plus their age totals 70 or more

Microsoft’s commitment in Australia follows similar announcements recently in Japan, Singapore and Thailand.

Microsoft commits A$25 billion to build Australian AI capacity

The company and its US cloud computing peers plan to spend about US$650 billion this year

At the launch of the partnership between A*Star and Microsoft in Hannover, Germany, on Monday (Apr 20) were (from left):  Microsoft's managing director of digital engineering Guy Bursell; Microsoft's corporate vice-president of manufacturing and mobility Dayan Rodriguez; EDB's executive vice-president Cindy Koh; and A*Star's CEO of its advanced remanufacturing and technology centre Dr David Low.

A*Star, Microsoft team up to address AI adoption challenges in Singapore manufacturing

The goal is to boost productivity and manufacturing value-add while lowering costs using the technology

The early OpenAI backer will develop cloud and AI infrastructure alongside Sakura Internet and telecom operator SoftBank with the two Japanese entities supplying graphics processing units and other computing resources.

Microsoft charts US$10 billion of outlays in AI-eager Japan

It will invest in cybersecurity partnerships and train a million AI engineers through 2029