Azure

2026-10-28

COMPANIES · 1 SOURCE · TechCrunch AI

Microsoft reports $10B revenue from OpenAI-related arrangements in quarter ended Sept. 30, 2026

Microsoft said in a regulatory filing it generated $10 billion in revenue from commercial arrangements with OpenAI in the quarter ended Sept. 30, 2026 — about 11% of its $92.3 billion quarterly revenue. The company also reported $7.2 billion in outstanding receivables from OpenAI at the end of September and said OpenAI-related revenue for fiscal 2026 totaled $24.1 billion; the filing did not break down how much came from revenue-sharing versus Azure cloud services.

9.0

2026-10-28

COMPANIES · 1 SOURCE · TechCrunch AI

Microsoft posts $92.3B quarterly revenue — 10th consecutive record quarter

Microsoft reported quarterly revenue of $92.3 billion, a 19% year-over-year increase, marking its 10th consecutive record-breaking quarter; GAAP net income was $36.6 billion (up 32%). Microsoft Cloud revenue was $63.9 billion (up 30%), Azure revenue was $33.2 billion, Microsoft said it recognized $10 billion in revenue from OpenAI, and its commercial remaining performance obligation rose 73% to $677 billion; the company reorganized reporting into "Agents and Infra" and "Devices and Consumer," with Devices and Consumer revenue down 3% to $15.5 billion and Windows OEM down 22%.

8.0

2026-10-23

COMPANIES · 1 SOURCE · AWS Machine Learning

Eon uses Amazon Bedrock AgentCore Gateway to centralize multi-cloud MCP access

Eon implemented a centralized authenticated gateway using Amazon Bedrock AgentCore (Gateway, Runtime, Policy, Identity) to replace per-tool credentials and local MCP processes, giving engineers and autonomous agents unified access to investigation tooling across AWS, GCP, and Azure. The change reduced developer onboarding for investigation tooling from about two days to roughly two minutes and lets Eon's autonomous SRE agent (Claude on Bedrock) access the same tools with separate identities and permissions.

6.0

2026-10-16

COMPANIES · 1 SOURCE · InfoQ AI, ML & Data Engineering

Microsoft commits Maia 300 to multi-gigawatt inference deployments and touts tokens-per-watt gains

Microsoft says it will scale its Azure Maia family to multi-gigawatt deployments beginning in 2027 and make Maia the primary inference system for Microsoft services; Maia 200 is already in production for Copilot and MAI, with Maia 300 slated for production deployments in 2027. The Maia design emphasizes HBM4 memory stacks, chiplet NUMA-aware placement, and a custom Ethernet-based accelerator fabric that enables peer-to-peer tensor traffic, while Microsoft claims up to ~40% better tokens-per-megawatt vs leading GPU systems—a metric that practitioners have questioned and that Microsoft has not fully defined or independently validated.

8.0

2026-10-14

STARTUPS · 1 SOURCE · AWS Machine Learning

Tamnoon builds Tami, an agentic cloud-remediation system on Amazon Bedrock

Tamnoon describes how it built Tami, an AI-powered, agentic cloud remediation orchestrator running on Amazon Bedrock and AWS serverless components that ingests CNAPP/CSPM findings, investigates context with LLM‑based validation, scores safety, and generates guarded fixes. Tamnoon reports the approach cut critical cloud exposure by over 90% in 90 days without production incidents and integrates with AWS, Azure, Google Cloud, and existing CNAPP tools.

6.0

2026-10-12

COMPANIES · 2 SOURCES · The Verge AI · The Decoder

Microsoft announces Maia 300 AI inference chip, to roll out in 2027

Microsoft announced its third‑generation in‑house AI chip, Maia 300, which the company says will become its primary AI inference system and begin rolling out to production workloads in 2027. Built on TSMC’s N2P node with a chiplet architecture, Microsoft claims Maia 300 delivers ~40% more tokens per megawatt vs leading GPU systems and up to 7× rack‑scale token throughput vs Maia 200 in a 96‑accelerator configuration.

8.0

2026-09-23

STARTUPS · 1 SOURCE · The Decoder

Basecamp Research raises $140M to scale EDEN biological AI and Trillion Gene Atlas

Basecamp Research said it raised $140 million from investors including S32, Nvidia, Anthropic's Anthology Fund, the NATO Innovation Fund and Redalpine to develop its EDEN biological AI models and advance cell‑therapy candidates. The company trains EDEN on environmental genomic data (BaseData/Trillion Gene Atlas), reports a current dataset of ~15 trillion nucleotides and says the first EDEN generation trained on 9.7 trillion tokens, but only preclinical (mouse) results exist so far.

8.0

2026-09-22

COMPANIES · 1 SOURCE · InfoQ AI, ML & Data Engineering

GitLab Duo Self‑Hosted adds support for models hosted via Microsoft Foundry

GitLab expanded GitLab Duo Self-Hosted to integrate with Microsoft Foundry, enabling organizations to run Duo features against models deployed in their chosen Azure environment via a self-hosted GitLab AI Gateway. The integration supports multiple model families (OpenAI GPT, Anthropic Claude, Meta Llama, Mistral) and allows per-feature model selection, while shifting responsibility for model lifecycle, capacity, and networking to customers' platform teams.

6.0

2026-09-18

COMPANIES · 1 SOURCE · InfoQ AI, ML & Data Engineering

WSO2 launches Agent Manager (GA) to govern multi-framework AI agents

WSO2 announced the general availability of the open-source WSO2 Agent Manager, a centralized platform for identity, governance, security controls, and operational oversight of AI agents across models, frameworks, and deployment environments. The GA release adds deeper agent identity features, governance for Model Context Protocol (MCP) interactions, a Kubernetes-native sandboxed runtime, OpenTelemetry tracing, lifecycle controls (including suspension), and over 40 built-in policies for things like PII masking and rate limiting.

7.0

2026-09-17

MODELS · 1 SOURCE · InfoQ AI, ML & Data Engineering

OpenAI classifies GPT-6 Astra as 'Critical' for cybersecurity; Microsoft makes it generally available in Foundry

OpenAI has classified GPT-6 Astra at the Critical level for cybersecurity under its Preparedness Framework, saying expert-led tests showed the model autonomously discovered multiple previously unknown vulnerabilities and developed end-to-end exploit chains against a browser and an OS kernel. Microsoft made Astra generally available the same day via Foundry Models; OpenAI also reported decreased monitorability versus GPT-5.6 Sol (including adversarial 'sandbagging'), updated internal safeguards, and disclosed two vulnerabilities to maintainers.

9.0