Microsoft's cloud revenue strong, but M365 AI share modest

Microsoft reported strong cloud revenue growth, but the contribution from M365 Copilot AI features remains modest. Earnings beat expectations, with Azure and other cloud services up 33%, though AI-related revenue is still a small portion.

Microsoft

OpenAI CFO: July Annualized Revenue Exceeds Entire Q2

OpenAI CFO Sarah Friar revealed at an internal meeting that the company's July annualized recurring revenue exceeded its entire second quarter. Meanwhile, Thinking Machines Lab co-founder Weng Li will return to OpenAI after leaving the startup she co-founded with former CTO Mira Murati.

OpenAI Anthropic