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Microsoft’s Anthropic Bet Just Paid Off Bigger Than OpenAI During FY26 Q4

Microsoft recorded a $3.2 billion profit from Anthropic while its OpenAI investment lost $600 million during the latest ...

Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag

When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an ...

Microsoft’s ‘Project Perception’ Could Challenge Anthropic’s Mythos in AI Security

Microsoft is reportedly developing Project Perception, a lower-cost AI security tool that would use multiple models to ...

The latest circular AI deal stars Anthropic, Nvidia, and Microsoft

Anthropic will buy $30 billion of Microsoft Azure compute "powered by Nvidia." In return, it's getting billions in investments from each company.
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Microsoft is done pretending it isn’t competing with its own AI partners

Microsoft Q4 2026 earnings: $90 billion revenue, Azure past $100 billion annually, and Nadella pitching MAI models as a cheaper alternative to OpenAI and Anthropic.

Anthropic’s New AI Model Can Identify More Software Bugs Than Ever. Microsoft Is Struggling to Fix Them Fast Enough.

Anthropic’s Mythos has flagged bugs faster than Microsoft can fix them. Documents reviewed by ProPublica reveal the tech ...

Microsoft launches its first cybersecurity model, plus a new agentic cybersecurity system

Microsoft bolstered its AI cybersecurity offerings this week with the launch of its first AI security model and a new ...