Microsoft CTO Kevin Scott reveals $150K annual inference costs for coding agents at Cisco AI Summit, predicts sustained capacity constraints through 2026.

Microsoft CTO Reveals $150K-Per-Year Coding Agent Costs as AI Demand Outpaces Supply

OpenAI targets Q4 2026 IPO at potential $1 trillion valuation, racing Anthropic. $500B startup grew revenue 10x to $20B in two years.

OpenAI Plans Q4 IPO in Race to Beat Anthropic to Public Markets

Microsoft's 12% crash triggers software bear market. $37.5B AI capex spend, slowing Azure growth fuel investor concerns about AI ROI.

Microsoft Plunges 12%, Drags Software Stocks Into Bear Market as AI Spending Fears Mount

Microsoft posts Q2 beat with $81.3B revenue and 39% Azure growth, but stock falls 4% as capex hits record $37.5B. What AI spending signals for investors.

Microsoft Beats on Revenue and EPS, But Record $37.5B Capex Spooks Investors

Microsoft unveils Maia 200 AI chip with 140B transistors, claims 3x performance over Amazon. The $3.5T company is building its own AI silicon to compete with NVIDIA.

Microsoft Launches Maia 200 AI Chip, Taking Direct Aim at NVIDIA's Dominance

OpenAI seeks $50B from Abu Dhabi at $800B valuation—the largest private funding round ever. What it means for the AI arms race.

MICROSOFT (MSFT)·Earnings Reports

Q2 2026

Q1 2026

Q4 2025

Q3 2025

Q2 2025

Analyst Coverage

Recent News about MICROSOFT

Microsoft CTO Reveals $150K-Per-Year Coding Agent Costs as AI Demand Outpaces Supply

OpenAI Plans Q4 IPO in Race to Beat Anthropic to Public Markets

Microsoft Plunges 12%, Drags Software Stocks Into Bear Market as AI Spending Fears Mount

Microsoft Beats on Revenue and EPS, But Record $37.5B Capex Spooks Investors

Microsoft Launches Maia 200 AI Chip, Taking Direct Aim at NVIDIA's Dominance

OpenAI Pursues $50 Billion from Middle East at $800 Billion Valuation