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    • AI and CopilotsWelcome to the Acceleration Economy AI Index, a weekly segment where we cover the most important recent news in AI innovation, funding, and solutions in under 10 minutes. Our goal is to get you up to speed – the same speed AI innovation is taking place nowadays – and prepare you for that upcoming customer call, board meeting, or conversation with your colleague.
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Microsoft

www.microsoft.com
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Microsoft Overview

At Microsoft, our mission is to empower every person and every organization on the planet to achieve more. Our mission is grounded in both the world in which we live and the future we strive to create. Today, we live in a mobile-first, cloud-first world, and the transformation we are driving across our businesses is designed to enable Microsoft and our customers to thrive in this world. We do business in 170 countries and are made up of 144,000 passionate employees dedicated to fulfilling our mission of helping you and your organization achieve more.

Company Snapshot

  • Cloud Revenue (as of 06/30/2025):$46.7B
  • Cloud Services:SaaS,PaaS,IaaS
  • CEO:Satya Nadella
  • View Cloud Wars Analysis
  • View Microsoft Report

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AI and Copilots

Microsoft Expands Copilot Mode in Edge with Full Rollout of New AI-Powered Browsing Mode

Copilot Mode in Edge allows users to interact with webpages using voice, access guided browsing sessions, and enjoy AI-driven security.
Cloud Wars Minute

Windows Copilot Now Responds to Text Prompts in Vision Feature Update

Microsoft’s latest Copilot update introduces text-based interaction with Copilot Vision, expanding beyond voice commands to give users more flexibility and accessibility.
AI and Copilots

AI Pipeline Shocker: Oracle and Google Cloud Blowing Past Microsoft, AWS

Google Cloud's 46% Q3 backlog growth and Oracle's 43% outpaced rivals, signaling rapid momentum shifts in the hyperscaler race.
Cloud Wars Minute

Oracle, Google Cloud, Roar Past Microsoft, AWS in RPO/Backlog Growth

Oracle and Google Cloud are outpacing AWS and Microsoft in RPO/backlog growth, signaling a shift in cloud market leadership focused on future business commitments rather than past revenue.
Cloud

Google Cloud High-Flying Q3 Reveals Big Gains Versus AWS, Microsoft

Google Cloud is growing significantly faster than Microsoft and AWS, signaling a shift in who’s winning new AI business despite trailing in total revenue.
Cloud Wars Minute

Google Cloud Q3 Blowout: Winning New Biz $$ Over Microsoft

Microsoft Azure’s Q3 share slips as Google Cloud gains momentum in new customer acquisition and market performance.
Cloud Wars Minute

Microsoft Empowers Business Users with Copilot Agents for App Creation and Workflow Automation

Microsoft has launched new no-code AI agents in 365 Copilot, enabling business users to easily build apps and automate workflows using natural language.
AI and Copilots

Dynamics 365 AI Agents From Microsoft, Partners Automate Key Finance Processes

Emerging Microsoft AI agents for ERP systems automate core financial processes — such as reconciliation, variance analysis, and reporting — within Dynamics 365 to streamline the record-to-report (R2R) cycle and enhance audit readiness.
Cloud Wars Minute

Microsoft Launches Mico: Human-Centered AI Visual for Copilot Voice Mode

Mico reacts visually and conversationally in Copilot’s new release, elevating user engagement with adaptive tone and personality.
AI and Copilots

Community Summit Spotlights Practical AI for Business Users

Community Summit proved AI is no longer just hype. It’s a growing toolset that demands intentional learning, trial, and shared knowledge to unlock its full potential.
AI and Copilots

Community Summit NA: Microsoft Empowering Customers at the Frontier of AI Transformation

At Community Summit NA, Microsoft showcases Copilot and AI agent integration across Azure and business apps, empowering users through collaboration and innovation.
AI and Copilots

Day 4: Community Summit North America 2025 Concludes with AI Driving Real-World Transformation

Final day of Community Summit North America 2025 spotlighted AI’s real-world impact — from cybersecurity and Copilot innovation to the evolving partnership between humans and intelligent technology.
Innovation & Leadership

'She Builds' Theme Takes Center Stage at the Women in Tech Luncheon

At the 2025 Community Summit North America Women in Tech Luncheon, inspiring speakers shared stories of courage, connection, and leadership — showing how women across the Microsoft ecosystem are building bridges, businesses, and belief in themselves and each other.
AI and Copilots

Day 3 of Community Summit: AI in Action — Driving Accessibility, Efficiency, and Transformation

Day three of Community Summit NA 2025 highlights AI transforming Microsoft business apps, boosting accessibility, efficiency, and customer experiences.
AI and Copilots

Community Summit NA: Microsoft's Roadmap for Copilot Studio, Azure AI Foundry Integration

Microsoft Copilot Studio now offers enhanced AI agent creation, seamless M365 integration, Azure AI Foundry connectivity, and improved analytics for enterprise solutions.
Cloud Wars Minute

Harvard University Partners with Microsoft to Advance AI Healthcare Capabilities

Microsoft’s new licensing deal with Harvard Medical School positions Copilot to lead in healthcare AI by offering more accurate, practitioner-level health insights and reducing reliance on OpenAI.
AI and Copilots

Copilot in Focus on Community Summit Day 2: Smarter Selling, Faster Resolution, Stronger Productivity

Community Summit’s second day focused on translating Copilot’s promise into measurable outcomes for teams across industries.
AI and Copilots

Day 1: Community Summit Launches with Focus on Practical AI Transformation

AI and Copilots took center stage on day one of Community Summit, with sessions showing how the technology is driving real business change.
AI and Copilots

Microsoft Supercharges Azure AI Foundry with New Multimodal Models, Including GPT-Image-1-Mini and Updated GPT-5

Microsoft expands Azure AI Foundry with new OpenAI models — GPT-image-1-mini, GPT-realtime-mini, GPT-audio-mini, and GPT-5 — unlocking advanced multimodal capabilities in text, image, and audio for developers.
AI and Copilots

AI Agent & Copilot Podcast: Avanade Exec on Security Data Storage, Integration Advances in Microsoft Sentinel

Sentinel Data Lake provides important data storage and management improvements; universal connectors facilitate integration of third-party data such as SAP, Jason Revill says.
Cloud Wars Minute

Microsoft AI Adds Real-Time Avatars to Boost Copilot Voice Engagement

The new portrait feature aims to make Microsoft Copilot’s voice usage more engaging.
AI and Copilots

Microsoft Agent Framework Taps Open Source, Standards to Tie In Third-Party Agents, Systems

Framework places strong emphasis on standards, open-source initiatives to orchestrate complex workflows, processes across diverse systems and agents.
Cloud Wars Minute

Microsoft Expands Gaming Copilot to Windows, Xbox, and Mobile Users

With its expansion to mobile and deeper Windows integration, Microsoft’s Gaming Copilot introduces a smarter, AI-enhanced gameplay experience.
Innovation & Leadership

Satya Nadella Is Going Full Larry Ellison

After 12 years as CEO, Satya Nadella is delegating major commercial duties and seems poised to transition toward a chairman/CTO role — an Ellison‑style shift.
Cloud Wars Minute

Satya Nadella Picks Successor, Starts Journey to Chairman + CTO

As Microsoft evolves to meet faster customer demands, Satya Nadella empowers Judson Althoff to streamline commercial operations and enhance internal collaboration.
AI and Copilots

With Agentic AI Infusion, Microsoft Positions Sentinel as Unifying Security Platform

Data lake, graph correlations, and support for MCP standard advance Sentinel toward becoming a single AI-powered source for security insights, and action.
Cloud Wars Minute

Microsoft Streamlines AI Tool Access with Azure-AppSource Integration

Microsoft’s new marketplace supports the scaling of innovation by simplifying access to AI-driven tools and platforms.
Cloud Wars Minute

Microsoft Teams Gets Smarter with New AI-Powered Meeting Assistant

Unlike passive tools, Microsoft’s new AI agent engages silently in meetings, handling logistics like agendas and follow-ups while enhancing collaboration and freeing humans for deeper discussion and creative thinking.
AI and Copilots

Microsoft Tries to Drown Out Oracle and Stargate with 'World's Most Powerful AI Data Center'

Microsoft announces the world’s most powerful AI data center in Wisconsin as Oracle, OpenAI, and SoftBank reveal plans for $400B+ AI infrastructure under the Stargate project.
Cloud Wars Minute

Microsoft, Oracle + OpenAI: $1 Trillion into AI Data Centers

Microsoft is constructing the world's most powerful AI data center in Wisconsin, intensifying the competition in the booming AI cloud market.
AI and Copilots

Microsoft Expands Choice for Copilot Studio, GitHub Users With Anthropic Model Support

Continuing a push to provide access to the best AI for a given function, Microsoft offers Claude models in Copilot Studio, GitHub Copilot, and Researcher Agent.
Cloud Wars Minute

Microsoft Copilot Gains Government Trust in Major AI Endorsement

Microsoft 365 Copilot is now officially approved for federal use, signaling growing government trust in AI technologies.
AI and Copilots

OpenAI and Microsoft Drift Apart as MAI-1 Foundation Model Debuts

Microsoft debuts its first in-house AI models — MAI-Voice-1 and MAI-1-preview — signaling a shift away from OpenAI reliance.
AI and Copilots

Microsoft Knowledge Agent Adds Management, Quality Control to SharePoint Data

New agent performs classification of data, gives prompts to site owners to improve quality, and maintains hygiene for content and its associated metadata.
Cloud Wars Minute

Prime Minister Keir Starmer Welcomes Microsoft’s Biggest Ever UK Tech Bet

While Microsoft’s investment is a vote of confidence in UK AI leadership, some voices in Europe, including SAP and Siemens CEOs, warn that current EU regulations are leaving the continent behind in AI innovation.
Cloud Wars Minute

Workday Product Prez Gerrit Kazmaier: Agent-Powered ERP for AI Era

At Workday Rising, the company announced new ERP innovations and partnerships with Microsoft, Salesforce, Snowflake, and Databricks.
AI and Copilots

Workday’s Gerrit Kazmaier on Simplifying ERP with AI‑First Design & Open Ecosystem | Cloud Wars Live

At Workday Rising, Gerrit Kazmaier emphasized how “ERP for the AI era” means rethinking legacy ERP: moving from function‑oriented systems to AI‑embedded workflows, experience layers like Sana, and purpose‑built agents that align with business context.
AI and Copilots

Microsoft Strengthens Copilot Studio with Real-Time Agent Security to Combat Emerging AI Threats

Copilot Studio now features advanced runtime protection, enabling organizations to block unsafe AI actions using connected security platforms in real-time without interrupting workflows.
Cloud Wars Minute

Microsoft Brings Animated AI Copilot to Samsung TVs and Monitors

Microsoft is bringing Copilot to Samsung TVs and monitors, turning it into an animated, voice-powered companion that aims to make AI a shared part of daily home life.
AI and Copilots

Microsoft Delivers Role-Specific Copilots, Enhanced Controls and Integrations for Copilot Studio

Latest Copilot rollouts deliver functions specific to finance, sales, and service, while Copilot Studio is enhanced with authentication and simplified support for MCP.
Cloud

Google Remains World's Hottest Cloud Vendor; Oracle Rising, Microsoft Surging

Google Cloud led all major providers with 32% Q2 growth, narrowing the revenue gap with AWS despite its smaller base, fueled by skyrocketing AI demand across industries.
Cloud Wars Minute

Google Cloud Hottest, Oracle and Microsoft Also Rock

Google Cloud tops cloud market growth at 32%, with Oracle, Microsoft, and others showing strong momentum in Q2.
Cloud

Oracle Blows Past Microsoft in RPO Race as Hyperscaler Pipeline Hits $1.12 Trillion

Oracle’s 359% RPO spike to $455B dwarfs competitors, narrowing revenue gaps with hyperscalers.
Cloud Wars Minute

Hyperscaler Pipeline $1.1 Trillion; #1 Oracle $455B, #2 Microsoft $368B

The cloud market has reached $1.1T in RPO across four major players, with Oracle leading and Microsoft close behind.
Cloud Wars Minute

Agentic AI Evolves: Microsoft Introduces Copilot Studio for All Users

Copilot Studio enables users to build custom AI agents across Microsoft 365 and business systems with tools suited for both beginners and developers.
AI and Copilots

Microsoft Applies AI to Approvals for a Range of Repeatable Business Processes

From purchase orders to vendor approvals, many steps in common business processes can be managed without human intervention. Microsoft is making that easier to implement in Copilot Studio.
AI and Copilots

Anthropic Research Lays Out Concrete Ways AI Is Being Exploited to Drive Security Attacks

Anthropic uses actual attacks against its own software to lay out specific ways that threat actors are leveraging AI to further their goals. Report serves as a troubling call to action for vendors, partners, and customers.
AI and Copilots

How Microsoft's Copilot Mode Could Revolutionize Web Browsing Forever

Microsoft’s new Copilot Mode in Edge transforms web browsing from a linear task into an intelligent, AI-driven experience that anticipates needs, performs tasks, and organizes your online journey.
Cloud Wars Minute

AI Is Not a Person: Microsoft’s Suleyman Rejects Notion of Conscious AI

CEO of Microsoft AI Mustafa Suleyman warns that believing AI is conscious could lead to mental health risks and misguided calls for AI rights.
AI and Copilots

Dynamic Communities Introduces AI Partner Executive News & Analysis Site for the Microsoft AI Business Solutions Partner Ecosystem 

AI Partner Executive is a new resource hub launching September 2025 to help Microsoft partners navigate the shift toward AI Agents, Copilot Studio, and the evolving AI Business Solutions strategy.

Featured Content

Cloud

Streamlining Manufacturing Communication: Microsoft Teams & Copilot Lead the Evolution

Recent Articles


  • Microsoft Expands Copilot Mode in Edge with Full Rollout of New AI-Powered Browsing Mode
  • Mahesh Thiagarajan on Oracle Cloud Strategy and Innovation | Cloud Wars Live
  • AI Pipeline Shocker: Oracle and Google Cloud Blowing Past Microsoft, AWS

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Founded in 1975, Microsoft is among the largest enterprise-technology companies in the world and is the largest enterprise-cloud vendor in the world. It has been #1 on the Cloud Wars Top 10 rankings for more than 2 straight years. Playing at all 3 layers of the cloud—IaaS, PaaS, and SaaS—Microsoft is able to address what it calls “the entire digital estates” of its business customers around the world. Since Satya Nadella become CEO in 2014, Microsoft has surged to the top of the cloud-computing industry by combining a broad and deep product lineup, an early and totally uncompromising commitment to hybrid-cloud computing, and highly innovative go-to-market strategies. Those include some unprecedented situations in which Microsoft first helps its corporate customers build unique applications or other solutions around Azure, and then helps those corporations sell their unique IP to other companies, thereby turning IP into revenue.

Microsoft’s cloud services

Microsoft’s huge array of cloud services are centered around its Azure technology for IaaS and PaaS. On top of those foundational pieces, Microsoft has extended the Azure product lineup into AI, ML, IoT, security, databases, data management and more. While Amazon’s AWS unit is the top provider in the public-cloud infrastructure market, Microsoft’s strength in cloud-native databases, applications, and the commercial side of LinkedIn combine to make it the world’s #1 provider of enterprise-cloud services.

Why Microsoft has earned a spot in the Cloud Wars Top 10

Microsoft has done a superb job of aligning its cloud services to the emerging needs of corporate customers undergoing digital transformation. That focus and technological innovation—combined with its unmatched innovation in go-to-market strategy and execution—have all combined to drive Microsoft’s cloud revenue for calendar 2019 to $44.7 billion, which is more than 25% higher than the revenue of Amazon’s AWS for the same time.
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