#microsoft

Microsoft launched Copilot Cowork for iOS and Android on May 5, integrating it with Agent 365 for centralized AI governance. Microsoft 365 Copilot paid seats crossed 20 million and Azure grew 40% year-over-year.

The Center for AI Standards and Innovation (CAISI) announced on May 5 that it signed national security testing agreements with Google DeepMind, Microsoft, and xAI, expanding pre-deployment frontier AI evaluations focused on cybersecurity, biosecurity, and chemical weapons risks.

Xbox CEO Asha Sharma announced development of Copilot for Xbox consoles has stopped, just two months after Microsoft announced the feature. The mobile Copilot service will also be wound down.

The DoD cleared OpenAI, Google, Microsoft, AWS, Oracle, Nvidia, and SpaceX to deploy AI on classified Impact Level 6 and IL7 military networks. Anthropic was labeled a 'supply chain risk' after insisting on safety guardrails for wartime AI use.

Anthropic unveiled Claude Opus 4.7 and ten pre-built financial services AI agents at an invite-only Wall Street briefing on May 5, alongside full Microsoft 365 integration and a Moody's data partnership covering 600 million businesses.

The U.S. Department of Defense struck agreements with seven tech companies to deploy AI on its highest-security networks on May 1. Anthropic, which insisted on safety guardrails against autonomous weapons, is conspicuously absent.

Sam Altman announced OpenAI's updated partnership with Microsoft, ending exclusive cloud arrangements. Microsoft remains the primary cloud partner, but OpenAI can now deploy products on AWS, Google Cloud, and any other provider.

VS Code automatically injects Co-Authored-by: GitHub Copilot into git commits even when users never used Copilot, sparking backlash on Hacker News.

Q1 2026 earnings reports from Microsoft, Meta, Alphabet, and Amazon reveal combined capital expenditures exceeding $725 billion for the year — nearly double last year's $410 billion — as the AI data center arms race accelerates.

Microsoft and OpenAI have restructured their partnership, ending Azure exclusivity so OpenAI can now sell products on AWS and Google Cloud. The deal also eliminates Microsoft's revenue-share payments to OpenAI, while OpenAI's payments to Microsoft continue through 2030 with a cap.

Microsoft’s AI push is no longer a capex story waiting for payoff. In results released on April 29, the company said its AI business surpassed a $37 billion annual revenue run rate, while Azure and other cloud services revenue grew 40% and commercial remaining performance obligation jumped 99% to $627 billion.

Windows Central reports that Microsoft’s internal Windows K2 effort is using SteamOS as a gaming benchmark. The goal is to make Windows 11 competitive on identical hardware within the next year or two, starting with changes due in coming months.