MICROSOFT AZURE

Microsoft says Azure cloud service disrupted by fiber cuts in Red Sea
In an updated status message for its Azure system, the company said its users may experience service disruptions on traffic routes through the Middle East.

Why did Elon Musk not attend Trump's dinner with high-profile tech CEOs? Tesla CEO has this to say
President Trump held a big White House dinner with top tech CEOs to talk about AI and U.S. investments. Leaders like Mark Zuckerberg, Tim Cook, and Bill Gates joined the event. Elon Musk was missing, saying he could not attend. The meeting showed how Silicon Valley is now working more closely with Trump’s administration.

US stock market: Dow, S&P 500, Nasdaq rebound after days of downturn on weak jobs data as Fed rate cut bets grow
US stocks bounced back on Thursday as the Dow, S&P 500, and Nasdaq rebounded after days of losses, lifted by weaker-than-expected jobs data that fueled fresh hopes for a Federal Reserve rate cut in September. The move came as investors also tracked Salesforce’s steep drop, American Eagle’s surprise rally, and Stephen Miran’s Fed confirmation hearing, keeping both Wall Street and Washington in sharp focus.

Microsoft to discount cloud services for US government
As part of the agreement, the company will offer free access to Microsoft Copilot, its generative AI chatbot, to existing federal government users, according to the company. Agencies can also get lower prices on cloud products such as Microsoft Sentinel and Azure Monitoring.

Two mystery customers made up 40% of Nvidia’s revenue — who are they?
Nvidia’s latest earnings grabbed headlines with a jaw-dropping $46.7 billion in quarterly revenue, but buried inside the SEC filing was a detail that shocked Wall Street: just two customers accounted for nearly 40% of that total. Who are these customers, why are they so important, and what risks does this concentration pose for Nvidia’s growth story?

Microsoft drops the hammer: 4 workers fired after bold headquarters sit-in protest
Microsoft fired four employees after a protest at its Redmond headquarters. The workers had broken into executive offices to demand the company cut ties with Israel. The protest was linked to reports about Microsoft’s Azure cloud being used to monitor Palestinians. Microsoft is investigating the incident and working with authorities to keep employees safe.
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Chipmaker Marvell's weak data centre forecast prompts AI investors to dump its stock
Marvell Technology forecast quarterly revenue below expectations, sending shares down 12%. Despite a 69% rise in data centre revenue, growth missed estimates. Concerns over its custom ASIC business and reliance on Microsoft and Amazon cloud demand weighed on the outlook. Analysts expect improvement, but diversification may take 12–18 months.
Two Microsoft workers fired after occupying president's office to protest ties to Israel
Microsoft terminated two employees for participating in a sit-in at the company president's office, protesting the firm's connections to Israel amidst the Gaza conflict. The company cited policy breaches and code of conduct violations following the office occupation, while the protest group, No Azure for Apartheid, condemned Microsoft's ties to Israel and demanded reparations for Palestinians.
Pro-Palestinian protesters storm Microsoft President Brad Smith’s office over ties with Israeli government
Pro-Palestinian activists from NOAA stormed Microsoft’s Redmond headquarters, demanding it cut Azure ties with Israel. They entered president Brad Smith’s office and were arrested. The protest follows ongoing unrest over Microsoft's alleged support of Israeli surveillance. Earlier reports also claim Microsoft blocked internal emails with words like “Palestine” and “genocide”.
In times of AI, Microsoft engineer reveals secret formula for 4 promotions in just 5 years
Tips for getting promoted at job: Ritvika Nagula, a Microsoft Azure engineer, discovered that excelling at work wasn't enough for career advancement. She learned the importance of proactively communicating her ambitions, seeking feedback, and aligning her goals with the company's objectives. By taking ownership and actively pursuing opportunities, she achieved four promotions in five years.
Microsoft lays off thousands, makes $27 billion profit in Q2 — CEO Satya Nadella doubles down on AI mania
Microsoft layoffs in 2025 and Satya Nadella's AI strategy: Microsoft's recent earnings report reveals a significant $27.2 billion profit, a 24% increase driven by AI and cloud technology. Despite this financial success, the company laid off 9,000 employees to prioritize investments in these key areas. CEO Satya Nadella emphasizes an AI-first strategy, with Azure revenue surpassing $75 billion.
The future of Indian retail is AI and omnichannel: A preview from ET Soonicorns Summit 2025
From AI-powered customer engagement to real-time inventory orchestration and dynamic pricing models, this personalisation-focused omnichannel session will unpack how intelligent systems are redefining retail—and how to stay ahead in the new frontier of commerce.
Bill Gates’ vision no longer enough for Microsoft’s future: CEO Satya Nadella
Microsoft CEO Satya Nadella has said the company must move beyond the original vision laid out by cofounder Bill Gates. In a memo to staff, he noted that while Gates saw Microsoft as a "software factory" without limits, that idea no longer fits today’s world.
Elon Musk vs Satya Nadella: Billionaire Harsh Goenka chooses his winner in leadership face-off
After Elon Musk remarked that “OpenAI is going to eat Microsoft alive” following the launch of GPT-5, Microsoft CEO Satya Nadella responded with an optimistic note highlighting learning, innovation, and collaboration. Industrialist Harsh Goenka praised Nadella’s composed reply, calling it a “masterclass” in leadership for turning criticism into a positive message. GPT-5, OpenAI’s most advanced model yet, is now integrated across Microsoft’s ecosystem and available to all users, including on the free tier.
Sam Altman has gone from 'feeling sad' for Elon Musk to 'not thinking about him much' amid GPT 5 launch: Inside the simmering tech rivalry
Sam Altman dismissed Elon Musk’s warning that OpenAI will overshadow Microsoft, calling Musk’s comments mostly tweets criticizing OpenAI. Their rivalry stems from their split over OpenAI’s mission and Musk’s failed takeover bid. Earlier Altman has expressed mixed feelings about Musk, highlighting intense AI talent competition and OpenAI’s cautious approach to going public, while their feud continues to shape AI’s future.
‘Don’t think much about him’: OpenAI’s Sam Altman plays down Elon Musk’s GPT-5 criticism
Altman described the billionaire Elon Musk as someone who tweets constantly and has been openly critical of OpenAI’s products and services.
Tech jobs' AI reckoning; OpenAI's GPT-5 enters chat
TCS' decision to lay off 12,000 employees is a harbinger for an IT overhaul in India. This and more in today's ETtech Top 5.
GPT-5 Launch: People have tried for 50 yrs, Satya Nadella replies to Elon Musk's threat that OpenAI will eat Microsoft alive
OpenAI’s GPT-5 is now live on Microsoft’s core products, promising smarter AI across its platforms. While Microsoft CEO Satya Nadella welcomed the rollout, Elon Musk warned that OpenAI might “eat Microsoft alive.” Nadella brushed it off, backing innovation and competition. Meanwhile, Sam Altman called GPT-5 a leap towards general intelligence, likening its impact to the Manhattan Project. Musk, pushing his Grok AI, claimed it’s still ahead and teased Grok 5’s launch later this year.
GPT-5: Elon Musk claims Grok 4 outperforms OpenAI's newest launch
ChatGPT-5 is rolling out free to all users of the AI tool, which is used by nearly 700 million people weekly, OpenAI said in a briefing with journalists. Cofounder and chief executive Sam Altman touted this latest iteration as "clearly a model that is generally intelligent.
Elon Musk vs Satya Nadella: Billionaire mocks Microsoft after GPT-5 launch
The AI race intensifies as OpenAI launches GPT-5, integrated across Microsoft platforms, hailed by Satya Nadella as a major advancement. Elon Musk dismisses it, asserting his Grok 4 surpasses it, sparking a public exchange. Nadella responds with competitive enthusiasm, welcoming Grok 4 on Azure and anticipating future innovations in the ongoing AI quest.
OpenAI launches GPT-5 in GitHub Copilot public preview —the biggest leap yet in AI coding assistants?
OpenAI GPT-5 is now available in public preview for GitHub Copilot, bringing a major upgrade to how developers code with AI. With smarter suggestions, faster responses, and deeper understanding, GPT-5 makes coding easier for professionals and beginners alike. This update is part of Microsoft’s broader rollout across Copilot tools in GitHub, Microsoft 365, and Azure. Whether you're building apps, debugging, or exploring new languages, GPT-5 now acts like a real coding partner—right inside your tools.
Techie shares 5 resume tips that helped her get job offers from Microsoft, Amazon and 2 other tech companies
Ritvika Nagula, now a senior software engineer at Microsoft, shared with Business Insider the five resume strategies that helped her land job offers from top tech companies including Microsoft, Amazon, and eBay. Her approach focused on prioritizing relevant experience, showcasing personal projects, using GitHub as a portfolio, combining cold applications with networking, and maintaining strong foundational coding skills.
Antfin to exit Eternal; OpenAI's mega buyback
Alibaba Group's Antfin is set to divest its entire stake in Eternal, its second India exit in as many days. This and more in today's ETtech Top 5.
OpenAI launches open-weight models GPT OSS 120b & GOT OSS 20b: Check how to get new models on your computer
OpenAI has released gpt-oss-120b and gpt-oss-20b, its first open-weight AI reasoning models since 2019, amid rising competition. These models, available on Hugging Face and Azure AI Foundry, allow developers to run and adapt them locally or via the cloud. This shift provides greater transparency and customization, enabling businesses to deploy AI applications with enhanced security and control.
Indian cloud companies to storm local skies with low-cost advantage
Indian companies are competing with global giants in the cloud market. They offer sovereign cloud solutions with lower costs. Airtel, Reliance, Tata Communications, and Yotta are targeting local businesses. They aim for 30-50% cost savings compared to Microsoft, Amazon, and Google. Challenges include limited technology and high migration costs. Hyperscalers have partnerships with Indian telecom operators.
AI helps Big Tech score big numbers
Each company in the big technology pack—including Alphabet, Meta, Microsoft, and Amazon—surpassed market expectations with stellar performance in the April-June quarter. Himanshi Lohchab brings out what stood out.
Microsoft stocks on fire as tech giant eyes historic $4 trillion market cap. Where are Apple, Nvidia?
NVIDIA—which became the first to breach the $4 trillion mark early July—remains the AI hardware powerhouse, though Microsoft’s platform dominance now challenges that lead.
Microsoft set to hit $4 trillion market cap after earnings beat
Microsoft may soon achieve a market value of $4 trillion. This follows a strong earnings report that exceeded expectations. The company's stock price surged in response. Nvidia Corporation was the first to reach this milestone. Microsoft's cloud business, particularly Azure, is driving growth. Analysts are largely positive about Microsoft's future prospects. The company expects continued revenue growth.
Microsoft's Azure cloud revenue surges as AI spending pays off
Microsoft’s Azure cloud revenue grew 39% in Q4, beating expectations with sales above $75 billion annually. The company’s AI investments, including its OpenAI partnership, drive growth but face renegotiation challenges. Capital spending rose to $24.2 billion, supporting AI demand. Microsoft aims to diversify AI tech beyond OpenAI to maintain leadership.
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