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    • AI and CopilotsWelcome to the Acceleration Economy AI Index, a weekly segment where we cover the most important recent news in AI innovation, funding, and solutions in under 10 minutes. Our goal is to get you up to speed – the same speed AI innovation is taking place nowadays – and prepare you for that upcoming customer call, board meeting, or conversation with your colleague.
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Microsoft

www.microsoft.com
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Microsoft Overview

At Microsoft, our mission is to empower every person and every organization on the planet to achieve more. Our mission is grounded in both the world in which we live and the future we strive to create. Today, we live in a mobile-first, cloud-first world, and the transformation we are driving across our businesses is designed to enable Microsoft and our customers to thrive in this world. We do business in 170 countries and are made up of 144,000 passionate employees dedicated to fulfilling our mission of helping you and your organization achieve more.

Company Snapshot

  • Cloud Revenue (as of 06/30/2025):$46.7B
  • Cloud Services:SaaS,PaaS,IaaS
  • CEO:Satya Nadella
  • View Cloud Wars Analysis
  • View Microsoft Report

Interested in Microsoft?

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Connect With Us
Cloud Wars Minute

Microsoft Copilot Gains Government Trust in Major AI Endorsement

Microsoft 365 Copilot is now officially approved for federal use, signaling growing government trust in AI technologies.
AI and Copilots

OpenAI and Microsoft Drift Apart as MAI-1 Foundation Model Debuts

Microsoft debuts its first in-house AI models — MAI-Voice-1 and MAI-1-preview — signaling a shift away from OpenAI reliance.
AI and Copilots

Microsoft Knowledge Agent Adds Management, Quality Control to SharePoint Data

New agent performs classification of data, gives prompts to site owners to improve quality, and maintains hygiene for content and its associated metadata.
Cloud Wars Minute

Prime Minister Keir Starmer Welcomes Microsoft’s Biggest Ever UK Tech Bet

While Microsoft’s investment is a vote of confidence in UK AI leadership, some voices in Europe, including SAP and Siemens CEOs, warn that current EU regulations are leaving the continent behind in AI innovation.
Cloud Wars Minute

Workday Product Prez Gerrit Kazmaier: Agent-Powered ERP for AI Era

At Workday Rising, the company announced new ERP innovations and partnerships with Microsoft, Salesforce, Snowflake, and Databricks.
AI and Copilots

Workday’s Gerrit Kazmaier on Simplifying ERP with AI‑First Design & Open Ecosystem | Cloud Wars Live

At Workday Rising, Gerrit Kazmaier emphasized how “ERP for the AI era” means rethinking legacy ERP: moving from function‑oriented systems to AI‑embedded workflows, experience layers like Sana, and purpose‑built agents that align with business context.
AI and Copilots

Microsoft Strengthens Copilot Studio with Real-Time Agent Security to Combat Emerging AI Threats

Copilot Studio now features advanced runtime protection, enabling organizations to block unsafe AI actions using connected security platforms in real-time without interrupting workflows.
Cloud Wars Minute

Microsoft Brings Animated AI Copilot to Samsung TVs and Monitors

Microsoft is bringing Copilot to Samsung TVs and monitors, turning it into an animated, voice-powered companion that aims to make AI a shared part of daily home life.
AI and Copilots

Microsoft Delivers Role-Specific Copilots, Enhanced Controls and Integrations for Copilot Studio

Latest Copilot rollouts deliver functions specific to finance, sales, and service, while Copilot Studio is enhanced with authentication and simplified support for MCP.
Cloud

Google Remains World's Hottest Cloud Vendor; Oracle Rising, Microsoft Surging

Google Cloud led all major providers with 32% Q2 growth, narrowing the revenue gap with AWS despite its smaller base, fueled by skyrocketing AI demand across industries.
Cloud Wars Minute

Google Cloud Hottest, Oracle and Microsoft Also Rock

Google Cloud tops cloud market growth at 32%, with Oracle, Microsoft, and others showing strong momentum in Q2.
Cloud

Oracle Blows Past Microsoft in RPO Race as Hyperscaler Pipeline Hits $1.12 Trillion

Oracle’s 359% RPO spike to $455B dwarfs competitors, narrowing revenue gaps with hyperscalers.
Cloud Wars Minute

Hyperscaler Pipeline $1.1 Trillion; #1 Oracle $455B, #2 Microsoft $368B

The cloud market has reached $1.1T in RPO across four major players, with Oracle leading and Microsoft close behind.
Cloud Wars Minute

Agentic AI Evolves: Microsoft Introduces Copilot Studio for All Users

Copilot Studio enables users to build custom AI agents across Microsoft 365 and business systems with tools suited for both beginners and developers.
AI and Copilots

Microsoft Applies AI to Approvals for a Range of Repeatable Business Processes

From purchase orders to vendor approvals, many steps in common business processes can be managed without human intervention. Microsoft is making that easier to implement in Copilot Studio.
AI and Copilots

Anthropic Research Lays Out Concrete Ways AI Is Being Exploited to Drive Security Attacks

Anthropic uses actual attacks against its own software to lay out specific ways that threat actors are leveraging AI to further their goals. Report serves as a troubling call to action for vendors, partners, and customers.
AI and Copilots

How Microsoft's Copilot Mode Could Revolutionize Web Browsing Forever

Microsoft’s new Copilot Mode in Edge transforms web browsing from a linear task into an intelligent, AI-driven experience that anticipates needs, performs tasks, and organizes your online journey.
Cloud Wars Minute

AI Is Not a Person: Microsoft’s Suleyman Rejects Notion of Conscious AI

CEO of Microsoft AI Mustafa Suleyman warns that believing AI is conscious could lead to mental health risks and misguided calls for AI rights.
AI and Copilots

Dynamic Communities Introduces AI Partner Executive News & Analysis Site for the Microsoft AI Business Solutions Partner Ecosystem 

AI Partner Executive is a new resource hub launching September 2025 to help Microsoft partners navigate the shift toward AI Agents, Copilot Studio, and the evolving AI Business Solutions strategy.
AI and Copilots

2 Models Developed Internally at Microsoft Underscore Aggressive AI Ramp-Up, Hiring

Models delivering voice and strong instruction-following speak to a strategy of building in-house in addition to partnerships. A call for new talent undescores internal development focus.
Innovation & Leadership

The Agentic Enterprise: How Microsoft and Industry Leaders Are Redefining Work Through AI

Explore how AI copilots, agents, and breakthrough standards like MCP and A2A are redefining work as enterprises shift to AI-first models and human-AI collaboration.
AI and Copilots

Microsoft and FSO Launch National AI Skills Accelerator to Future-Proof Australia’s Workforce

With support from Australia's government, Microsoft and FSO are driving AI workforce readiness through a new skills initiative, focusing on practical, job-ready training across industries and educational institutions.
AI and Copilots

Microsoft Agent Functionality Engages Humans in Critical Business Processes

With its "Request for Information," function in Copilot Studio, Microsoft empowers agents to proactively seek human input before taking steps required to complete complex workflows.
AI and Copilots

AI Agent & Copilot Podcast: AI Expert Will Hawkins Details 3 Agent Orchestration Models

AI and Microsoft business apps expert explains three distinct approaches to orchestration workflows across AI agents, as well as the strengths and weaknesses of each.
AI and Copilots

Hyperscalers Pump $1 Billion Per Day into CapEx but Can't Meet AI Demand

Even with $90 billion in Q2 CapEx spending, the major hyperscalers say cloud and AI demand will exceed supply until at least late 2025.
Cloud Wars Minute

AWS, Microsoft, Google, Oracle Daily CapEx Spending Hits $1 Billion!

Cloud hyperscalers including AWS, Microsoft, Google and Oracle spent nearly $1 billion per day in Q2 2025 on AI infrastructure to meet unprecedented demand, signaling a long-term transformative shift toward AI-powered enterprise.
AI and Copilots

AI Agent & Copilot Podcast: Healthcare Leader Details AI Usage, Change Management Strategy

Dr. Patrick McGill of Community Health Network shares AI agent and copilot usage update, approach to change management, and the partners helping to realize $10 million savings goal.
AI and Copilots

As AWS Stumbles Versus Microsoft, Google Cloud, and Oracle, Andy Jassy Offers Lame Spin

Analysts grilled Jassy on AWS’s relative underperformance — and the numbers don’t lie: rivals are catching up fast.
Cloud Wars Minute

Dear Andy Jassy: Your Microsoft Numbers Are Full of Holes

Despite strong revenue growth, AWS's positioning in its latest earnings call drew scrutiny, especially when comparing its performance to Microsoft and other hyperscalers, whose cloud businesses are accelerating more rapidly.
AI and Copilots

Microsoft Advances AI Agents to Address the Scale of Phishing, Malware Threats

With two separate initiatives, Microsoft is bolstering its Defender platform with agentic AI to help security and ops teams combat two high-volume threats that can overwhelm humans.
Cloud

Microsoft Q4 Blowout: Nadella Breaks Down Azure's 39% Growth

Satya Nadella identified three drivers of Azure's Q4 growth: on-prem migrations, native app scaling, and AI expansion.
Cloud Wars Minute

Nadella Explains: What Made Azure Soar in Microsoft Big Q4

In Q4, Microsoft Azure hit $19B, growing 39% YoY. CEO Satya Nadella cited three drivers: on-prem to cloud migrations, AI workload growth, and rapid scaling of cloud-native e-commerce apps.
AI and Copilots

AI and the Future of Work: Microsoft Identifies Jobs Most Vulnerable to GenAI

New research from Microsoft analyzes 200,000 Copilot user conversations to rank jobs by their AI susceptibility. Find out which roles are most likely to be enhanced — or disrupted — by GenAI.
AI and Copilots

Larry Ellison and Oracle Beat Microsoft for Largest Tech Contract Ever: $100-Billion OpenAI Stargate Deal

OpenAI will pay Oracle over $82 million daily starting FY28, cementing the largest tech partnership ever and signaling a major realignment away from Microsoft.
AI and Copilots

Microsoft Drives AI Advances With GPT-5 Availability Across Copilot and Core Dev Tools

In sync with OpenAI's latest LLM release, Microsoft delivers GPT-5 for Copilot, Copilot Studio, and GitHub Copilot, while advancing GPT-5 usage for security use cases.
Cloud Wars Minute

Larry Ellison's $100B Deal With OpenAI: Biggest Tech Contract Ever?

The AI Revolution accelerates as OpenAI selects Oracle over Microsoft for a $100B cloud deal, fueling speculation about the future of AI infrastructure and competitive positioning in the Cloud Wars Top 10.
Cloud

Microsoft CEO Nadella Comes Out Swinging at Oracle, Google Cloud, AWS

Satya Nadella broke tradition in Microsoft’s Q4 call, directly comparing Microsoft’s AI and cloud capabilities to AWS, Google, and Oracle, citing unmatched scale, speed, and infrastructure capacity.
Cloud Wars Minute

Satya Nadella to Competitors: 'Microsoft Is #1; You Can All Fight for Runner-Up'

Satya Nadella touts Microsoft’s Q4 cloud dominance, declaring MSFT #1 and challenging Google, Oracle, and AWS to compete for second place.
Cloud

Q2 Cloud Shakeup: AWS Losing Ground to Microsoft, Google, Oracle

AWS’s strong Q2 results falter when compared to the accelerated AI-driven growth of Microsoft, Google Cloud, and Oracle.
Cloud Wars Minute

AI Hyperscaler Race: Sprinting — Microsoft, Google, Oracle; Strolling — AWS

Microsoft, Google Cloud, and Oracle are accelerating cloud growth and capturing more AI-driven business, while AWS lags behind in both pace and market share gains.
AI and Copilots

AI Agent & Copilot Podcast: Volt Technologies' Mason Whitaker on Partner Opportunities With MCP

Mason Whitaker, president of Microsoft business apps partner Volt Technologies, shares insights on how Model Context Protocol can streamline work processes, bridging gaps between systems and actions.
AI and Copilots

Microsoft Year-End Results Put Exclamation Point on AI Agent, Copilot Momentum

Microsoft's agent and copilot results, including powerful uptake of these AI tools, suggest the strong performance in fiscal 2025 may be just the beginning of what's to come in 2026.
AI and Copilots

Microsoft's Stunning Q4 Results Are Best in History of Business

Microsoft just delivered the greatest quarterly financial results in the history of business — period.
Cloud Wars Minute

Microsoft Q4: The Greatest of All Time!!

Microsoft Cloud now accounts for 61% of total revenue, with Q4 cloud revenue hitting $47.6 billion, up 27% year-over-year.
Cloud Wars Minute

Microsoft Taps Former Google AI VP as Talent Wars Intensify

As AI reshapes tech priorities, talent wars escalate with massive bonuses, layoffs, and a cultural shift toward innovation.
AI and Copilots

Microsoft Invests in Skilling, Policies, and Partnerships to Scale AI Outcomes

Microsoft pledges billions in investment to support AI education and research to drive skills, readiness, and global reach with the rapidly advancing technology.
Cloud

Google Cloud Q2 Surge in Revenue and Backlog Is Microsoft's Worst Nightmare

Google Cloud’s explosive Q2 growth in revenue, backlog, and AI momentum positions it as a serious contender to challenge Microsoft’s long-standing dominance in the Cloud Wars.
AI and Copilots

PwC Updates AI Agent Orchestrator With Support for AWS-Native Services

Vendor-agnostic AI agent orchestration platform gains AWS-centric functionality and consulting firm indicates similar integrations wll be offered for other hyperscalers.
Cloud Wars Minute

Thailand Turns to Microsoft Azure AI for Legal System Overhaul

Microsoft is partnering with Thailand’s Office of the Council of State to modernize the country’s legal system using AI and cloud technology, helping align Thai laws with OECD standards.
AI and Copilots

Microsoft Drives AI and Copilot Functionality Deeper Into Top Security Platforms

Latest wave of AI-powered security features bring Copilot functionality directly into Intune and Entra, while new tools and agents optimize access and capacity controls.

Featured Content

Cloud

Streamlining Manufacturing Communication: Microsoft Teams & Copilot Lead the Evolution

Recent Articles


  • Microsoft Copilot Gains Government Trust in Major AI Endorsement
  • OpenAI and Microsoft Drift Apart as MAI-1 Foundation Model Debuts
  • Microsoft Knowledge Agent Adds Management, Quality Control to SharePoint Data

Book a Demo

Founded in 1975, Microsoft is among the largest enterprise-technology companies in the world and is the largest enterprise-cloud vendor in the world. It has been #1 on the Cloud Wars Top 10 rankings for more than 2 straight years. Playing at all 3 layers of the cloud—IaaS, PaaS, and SaaS—Microsoft is able to address what it calls “the entire digital estates” of its business customers around the world. Since Satya Nadella become CEO in 2014, Microsoft has surged to the top of the cloud-computing industry by combining a broad and deep product lineup, an early and totally uncompromising commitment to hybrid-cloud computing, and highly innovative go-to-market strategies. Those include some unprecedented situations in which Microsoft first helps its corporate customers build unique applications or other solutions around Azure, and then helps those corporations sell their unique IP to other companies, thereby turning IP into revenue.

Microsoft’s cloud services

Microsoft’s huge array of cloud services are centered around its Azure technology for IaaS and PaaS. On top of those foundational pieces, Microsoft has extended the Azure product lineup into AI, ML, IoT, security, databases, data management and more. While Amazon’s AWS unit is the top provider in the public-cloud infrastructure market, Microsoft’s strength in cloud-native databases, applications, and the commercial side of LinkedIn combine to make it the world’s #1 provider of enterprise-cloud services.

Why Microsoft has earned a spot in the Cloud Wars Top 10

Microsoft has done a superb job of aligning its cloud services to the emerging needs of corporate customers undergoing digital transformation. That focus and technological innovation—combined with its unmatched innovation in go-to-market strategy and execution—have all combined to drive Microsoft’s cloud revenue for calendar 2019 to $44.7 billion, which is more than 25% higher than the revenue of Amazon’s AWS for the same time.
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