signal_tag · 3_broadcasts
#azure
// 3 transmissions tagged with #azure
TX_026· 11:30Engineering
Microsoft Build 2026 lands June 2-3. Agent infrastructure is the theme.
Build runs June 2-3 with Satya Nadella's keynote opening day one. Foundry IQ, Fabric IQ, and Azure HorizonDB are already announced. The expected Copilot Studio deep-dive will determine whether Microsoft's agent story is real or just demoware.
TX_018· 19:00AI
Microsoft Foundry adds Claude. The OpenAI-only era is over.
Microsoft made Anthropic's Claude models available in Microsoft Foundry on April 27, ending the OpenAI exclusivity that has defined Azure's AI strategy since 2023.
TX_049· 14:00AI
Microsoft's 2026 capex hits $150B. AI infrastructure now dominates the balance sheet.
Microsoft's 2026 capital expenditure runs to roughly $150B, the bulk allocated to AI compute capacity. The number reframes Microsoft as a hyperscaler-first business with software as the monetisation layer.