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Azure passes $100 billion in annual revenue as Microsoft closes FY2026
Microsoft reported $90 billion in fourth-quarter revenue and said Microsoft 365 Copilot exceeded 30 million paid seats. The results put cloud scale and enterprise AI adoption in focus.

Databricks and Microsoft extend partnership with business context and AI costs in focus
The July 23 agreement extends into the 2030s and expands Azure use. A separate Databricks announcement on the same day adds spending controls, highlighting two practical challenges for agent developers.

Microsoft and Mistral expand AI partnership around deployment control
The July 21 agreement combines European computing capacity with enterprise deployment choices. For application teams, it brings data location, access permissions and operational testing into the same discussion as model selection.

Azure expands with AMD Helios and EPYC across three upcoming VM families
Microsoft’s July 20 announcement outlines HDv2, HXv2 and ND MI455X v7, each targeting a different part of AI and HPC work.

Microsoft launches three in-house AI models for speech, voice and images
MAI-Transcribe-1, MAI-Voice-1 and MAI-Image-2 are now on Microsoft Foundry, a step toward relying less on OpenAI.