Chip giant Nvidia and Microsoft announced Tuesday investments totaling $15 billion in AI startup Anthropic, creator of the Claude chatbot, as the AI investment frenzy continues amid emerging fears of a bubble on Wall Street.
Microsoft's Agent 365 will be able to automatically pick up on artificial intelligence agents developed with the company's software, as well as systems from Adobe, ServiceNow and Workday. IT administrators will be able to use Agent 365 to approve new agents, see which ones are becoming popular and find out how many hours of employee time they're saving each week.
Microsoft on Tuesday announced new strategic partnerships with Nvidia and the artificial intelligence startup Anthropic, the latest sign that the company is working to reduce its dependence on OpenAI.
Anthropic has committed to purchase $30 billion worth of compute capacity from Microsoft.
Microsoft , Nvidia and Anthropic have formed an alliance, with Anthropic committing $30 billion to Azure for its Claude AI models, the companies said on Tuesday.
Microsoft remains a top pick for AI exposure, with strong enterprise positioning and a diverse business model supporting long-term growth. MSFT's latest earnings showed impressive revenue and EPS beats, driven by cloud growth, operational efficiency, and successful AI initiatives like GitHub Copilot. Azure's robust 39% growth and strategic partnerships (OpenAI, Nebius) reinforce MSFT's leadership in AI infrastructure, despite rising capex and competitive risks.
Amazon and Microsoft cloud services could face stricter EU competition rules as Brussels probes their market power, the bloc's tech chief said Tuesday.
The European Commission has launched market investigations on cloud computing services by Amazon and Microsoft under the digital markets act (DMA), which aims to curb the power of Big Tech and ensuring a level playing field for smaller rivals.
Zacks.com users have recently been watching Microsoft (MSFT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Microsoft's stock (NASDAQ: MSFT) momentum is currently robust, driven by its strategic dominance in high-growth areas.
MSFT has shown remarkable rallies, increasing more than 30% in under two months on several occasions, particularly in 2015 and 2023. These swift gains have generously rewarded investors during important upswings.
Legislation in Washington would give tech leaders preferential access to chips at their data centers around the world.