AI Market Movers · Cloud platforms
Microsoft
MSFT
Microsoft is the tollbooth. Azure is where OpenAI runs, GitHub Copilot is how the models showed up in code, and the cloud bill is where a lot of this lands.
- Site
- microsoft.com
- Product
- Azure
- Who
- Satya Nadella, CEO
Market reaction
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Microsoft is winding down an arrangement to rent AI computing from Oracle, part of a larger reassessment of billions of dollars in cloud partnerships
— Bloomberg (@business) Nov 6, 2026
Sources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips (@brodyford_ / Bloomberg) (Visit Techmeme dot com for the link and full context!)
— Techmeme (@Techmeme) Nov 6, 2026
Latest news
Reuters
Microsoft winds down Oracle AI cloud rental deal over older Nvidia chipsMicrosoft has been switching off computing capacity it rented from Oracle after declining to renew a 2023 deal that powered AI features in Bing, Bloomberg reported, as part of a…
The Verge
Activists breach Microsoft data centre construction site as protests spread in EuropeMore than 100 activists broke into the construction site of a planned Microsoft AI data centre in Amsterdam's Sloterdijk district on Friday, climbing cranes and disrupting work as…
CNBC
IREN delays Microsoft AI deliveries, plans $15 billion spending pushIREN said Thursday it delayed some Microsoft infrastructure deliveries after a Microsoft-requested network redesign — with no financial penalties — and pushed its more-than-$4…
Bloomberg
Goldman Sachs restricts AI coding tools like Claude Code to engineers, cutting off traders and bankersGoldman Sachs has limited Anthropic's Claude Code and Microsoft's GitHub coding tools to engineers under internal guidance updated in October, Bloomberg reports, after months of…
Deadline
WME files brief backing the New York Times in its copyright fight with OpenAITalent agency WME has filed an amicus brief in the consolidated copyright case brought by The New York Times and other news outlets against OpenAI and Microsoft, backing the news…
In the Daily
· Closing Time
Closing Time: The multiple just blinkedOpenAI will keep pouring capital into data centers despite midterm voters’ backlash against the buildout, CFO Sarah Friar told CNBC at Citi’s TMT summit.
· Morning Brief
The calendar just slippedCNBC reports that IREN delayed some Microsoft AI infrastructure deliveries after the customer requested a network redesign to support the latest frontier models on 200 MW in Texas.
· Closing Time
Closing Time: The hottest AI lab is paying surge pricesTechCrunch reports that Anthropic’s revenue jumped to $17 billion last quarter, but it had to buy $5 billion of computing power on short notice at premium prices, and its margins got worse as a result.
· Morning Brief
The ballot box just met the data centerAxios reports that voters showed deep distrust of the AI race on Tuesday, approving dozens of data center restrictions and electing a wave of candidates who favor slowing the buildout.
· Closing Time
Closing Time: The AI borrowing binge is backCNBC reports that Meta is selling $20 billion to $25 billion of bonds to pay for its AI buildout, days after S&P lowered the outlook on its credit rating to negative over heavy spending.