Microsoft’s GitHub Copilot may have lost much of its early lead in the AI coding race to rivals like Anthropic and Cursor, but Microsoft thinks it has an advantage over those companies: roughly 100,000 software engineers who work for Microsoft.As we reported Monday, Microsoft leaders think they ...

No part of Microsoft better illustrates its predicament in AI than GitHub. The AI boom has boosted usage and revenue of the code repository as well as GitHub Copilot, an AI coding…

Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is starting to gain traction. Anthropic and OpenAI, which have struck multibillion-dollar…

Microsoft’s GitHub Copilot may have lost much of its early lead in the AI coding race to rivals like Anthropic and Cursor, but Microsoft thinks it has an advantage over those…

Google came into its flagship developer conference, Google I/O, on Tuesday with a big question to answer: Does it have a counter to Anthropic’s dominance in coding?The takeaway,…

Anthropic’s explosive growth reflects massive AI alliances, cloud investments, talent wars, and infrastructure diversification strategies.

An early alliance with OpenAI hasn't been enough to keep the software giant in first place. Here's how Satya Nadella and his team are refueling for the long run.

Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks more computing power to meet rising demand for its AI, according to two people who…

Microsoft's GitHub unit has been on the defensive lately. Amid a series of outages and other snags, Jay Parikh, who oversees the software-project management platform, recently…

A new Fortune feature takes readers inside Microsoft's plan for a comeback.

Microsoft has opened a new front in the AI data wars, blocking partners from connecting their data management tools to a popular product as it tries to defend its business…

Companies are racing to incentivize employees to use AI. But as some companies are finding, the more employees that use the technology, the heavier the bill.