Microsoft is deepening ties with Mistral in a move aimed at Europe and enterprise AI, underscoring demand for regional model options on Azure.

Anthropic’s Claude is now generally available in Microsoft Foundry on Azure using NVIDIA GB300, expanding enterprise options for agent deployment.

Microsoft reports record Microsoft 365 Copilot adoption at 15 million paid seats with 160% quarterly growth and new partner integrations across industries.

Stifel downgrades Microsoft to Hold, citing aggressive AI spending projected at $200 billion and Azure cloud capacity challenges that may pressure margins and earnings.

Microsoft stock plunges 10% as Azure cloud growth decelerates while capital expenditures surge 66% to $37.5B, raising AI investment concerns.