Microsoft

Microsoft is a global technology leader that develops and licenses software and services across a broad range of devices. It is headquartered in Redmond, Wash., and was founded in 1975 by Bill Gates and Paul Allen. Satya Nadella currently serves as CEO. Microsoft’s divisions include Windows, Office, Azure and LinkedIn. The company’s competitors include Apple, Amazon and Google. Our coverage of Microsoft closely follows the company’s attempts to lead in artificial intelligence, such as its major $11 billion investment in OpenAI.

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Fidji Simo, CEO of Applications at OpenAI. David Paul Morris/Bloomberg via Getty Images Message Shane Burke

OpenAI, Musk and Focus

By Martin Peers · Mar 17, 2026 5:00pm PDT

OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we and others reported on Monday night, senior OpenAI executive Fidji Simo told staffers last week that the company needed to “refocus on business customers and cut down on side quests that were becoming a distraction.” (Is that the understatement of... OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we...

A photo of the Getty Villa, where the Montgomery Summit held its opening event. Photo courtesy of March Capital.

The AI Worries Keeping Investors Up at Night

By Julia Hornstein · Mar 17, 2026 3:45pm PDT

It’s no surprise that if you bring hundreds of venture capitalists and limited partners together in 2026, most will have bought into AI—literally. So it was interesting to hear what investors gathered in Santa Monica, Calif., last week for March Capital’s annual The Montgomery Summit thought were the AI boom’s weak links. Take Matt... It’s no surprise that if you bring hundreds of venture capitalists and limited partners together...

Jensen Huang, CEO of Nvidia, speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/Getty Images

Nvidia Needed Groq After All

By Wayne Ma and Anissa Gardizy · Mar 17, 2026 7:00am PDT

Greetings from the San Jose Convention Center, where Nvidia is throwing its annual AI conference. The AI craze is palpable here. Humanoid robots offer fist-bumps to conferencegoers, and attendees are buying sweaters with Nvidia CEO Jensen Huang’s face on them. Nebius, a cloud provider that rents out Nvidia graphics processing units, took... Greetings from the San Jose Convention Center, where Nvidia is throwing its annual AI conference....

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Photo of the Stargate data center in Abilene, Texas by Getty Images. Art by Mike Sullivan.

Microsoft in Talks to Lease Large Texas Data Center Site After Oracle Walked Away

By Anissa Gardizy and Miles Kruppa · Mar 11, 2026 11:36am PDT

Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a closely watched artificial intelligence campus in Abilene, Texas, after rival Oracle walked away from the same opportunity, according to a person with direct knowledge of the discussions and another person briefed about it. Meta Platforms is also in talks... Microsoft is in advanced talks to lease hundreds of megawatts of data center capacity at a...