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Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag | TechCrunch
When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing.
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thenextweb.com
Microsoft Q4: Azure tops $100bn, AI bet mostly pays off
Microsoft’s Azure grew 43% and passed $100bn for the year, its backlog hit $678bn, and the stock rose 2%. But AI capital spending keeps climbing.
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businessinsider.com
Microsoft CFO tells employees the company's biggest AI bets are paying off
The memo cited "important progress in key areas" like Azure and Microsoft 365 Copilot. These businesses have faced pressure amid generative AI boom.
