Azure’s $100B milestone and 43% growth look unstoppable—until you read the fine print on leases, cash flow, and a backlog that may never fully convert The Headline Wall Street Wants You to Read Microsoft just closed the most impressive quarter in its 51-year history. The narrative writes itself: AI spending is translating to revenue. The … Read more
Microsoft has begun notifying suppliers and project developers that it is pausing future purchases of carbon removal credits, according to multiple reports including Heatmap News. The move comes as a potential shock to the nascent carbon dioxide removal (CDR) sector that the tech giant has single-handedly dominated for years. In 2025, Microsoft accounted for approximately … Read more
A rare show of unity among America’s biggest technology companies has emerged in support of Anthropic as it battles the Trump administration in federal court. Microsoft, Google, Amazon, Apple, and Nvidia—along with industry groups and individual AI researchers—are filing amicus briefs urging judges to block the Pentagon’s designation of Anthropic as a “supply-chain risk,” a … Read more