Microsoft is cutting AI features that didn't stick and folding its separate Copilot products into a single surface - an honest admission that the first wave of AI feature launches overshot what users actually wanted.
13/08/2026 à 20h44 9 9
A cross-platform standard for AI agent capabilities is taking shape - led by Vercel. Codex and VS Code already comply. Anthropic's Claude doesn't - and the gap has strategic weight.
10/08/2026 à 16h32 13 14
A feature acquisition, not a talent bet: OpenAI absorbs a slide-generation startup and plugs a major gap in its productivity suite against Microsoft and Google.
10/08/2026 à 16h29 15 16
Microsoft's fourth India data center region signals a structural commitment to the subcontinent as a major AI compute market. It also sets the stage for a three-way race between Microsoft, Google and Amazon for India's cloud-AI future.
08/08/2026 à 09h57 13 14
Amazon, Microsoft, Google, and Meta collectively spent ~$95 billion net cash in Q2 2026 on AI infrastructure. The market is already sorting winners from the rest - and debt service will be the final arbiter.
05/08/2026 à 16h40 8 11
Microsoft dévoile MAI-Cyber-1-Flash et un système agentique de sécurité, tandis que 30+ éditeurs - Nvidia, Microsoft, alliés - annoncent la « Open Secure AI Alliance ». La cyber-IA passe du feature au marché.
28/07/2026 à 20h57 9 10
L'étude Okta Business at Work 2026 donne deux marqueurs clairs sur l'adoption entreprise : Microsoft 365 Copilot est le socle le plus large, et Anthropic est le fournisseur d'IA en plus forte croissance. Deux marchés parallèles qui coexistent.
24/07/2026 à 21h01 8 8
Databricks reste plus fournisseur que rival direct de Microsoft - au moment où Snowflake et OpenAI redistribuent les cartes du data platform.
24/07/2026 à 09h33 8 9
A Nikkei Asia investigation, relayed by Futurism (22 July), aggregates the off-balance-sheet AI commitments of Alphabet, Microsoft, Amazon, Meta and Oracle: ~$1.65 trillion combined, versus $1.35T in reported debt. Meta alone accounts for ~$420B.
23/07/2026 à 18h40 8 8
Microsoft is now openly pitching Copilot against OpenAI and Anthropic, per Tech in Asia (16 July 2026). After the Build 2026 orchestration layer, Redmond ends the wrapper era and prices its own model story as the differentiator.
16/07/2026 à 08h46 28 9
Une confirmation Microsoft, révélée dans un dossier judiciaire FBI, décrit un identifiant machine persistant à travers réinstallations et sans opt-out. La surface politique est plus grande que la surface technique.
15/07/2026 à 19h28 8 9
Microsoft dévoile à Build 2026 sa pile d'automatisation par agents pour le stack entreprise - le signal que « l'agent » n'est plus une démo mais une brique de plateforme.
13/07/2026 à 09h14 3 8
