Microsoft’s spending on Anthropic AI on track to reach $500M: report

Microsoft (MSFT) has become one of Anthropic’s (ANTHRO) top customers and was recently on track to spend about $500M a year ...
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Microsoft’s stock falls on reported AI sales woes. Should investors worry?

The latest source of Wall Street debate is a report saying that Microsoft lowered sales-growth targets for some artificial-intelligence software. To investors who have been increasingly concerned ...
Ars Technica

Microsoft drops AI sales targets in half after salespeople miss their quotas

Microsoft has lowered sales growth targets for its AI agent products after many salespeople missed their quotas in the fiscal year ending in June, according to a report Wednesday from The Information.