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Nurix's NuPlay agent platform joined Microsoft Marketplace, a storefront tied to Azure contracts worth $627 billion, where hundreds of listings...
AWS CloudFront's three-hour outage on July 16 matches the same control-plane failure Microsoft's Azure Front Door suffered twice in October 2025.
Nancy Tengler compares Micron's margins to early Azure growth, but Microsoft's own gross margin just hit a four-year low paying for the same memory boom.
JPMorgan raised 3M to Overweight and $180 days after 3M signed a deal wiring Microsoft's Azure AI data centers, even as a New York PFAS suit...
Satya Nadella criticized Anthropic's Fable AI as overly restrictive even as Microsoft ships seven in-house MAI models built to cut reliance on outside labs.
Meta hired AWS veteran Dave Brown to build Meta Compute, but CoreWeave, Nebius and IREN are absorbing the stock hit while Azure's backlog holds steady.
Mistral AI is chasing a valuation near $23 billion as Europe's sovereignty champion, though its own models still run on Microsoft Azure and AWS.
Akamai's API Security earned Microsoft's Solutions Partner with certified software designation on June 10, unlocking Azure co-sell and marketplace status.
CIQ's Fuzzball platform now runs AI and HPC workloads across Azure, AWS, Google Cloud, Oracle Cloud and CoreWeave from one workflow file.
Microsoft's new preview lets Azure Database for PostgreSQL teams test major-version upgrades for blockers before real downtime starts.
