MSFT

Microsoft is reportedly planning a large expansion of its data center footprint to support growing demand for Azure cloud and AI services. The key question among investors and analysts is whether Azure's growth will generate enough revenue to justify the enormous capital expenditure required for the buildout, as cloud rivals also ramp up AI infrastructure spending.

Microsoft has moved GitHub's coding engine into the office application that workers already use daily, tying its developer tools directly into mainstream productivity software. The move signals Microsoft's push to bring automated coding assistance beyond developers to everyday business users, reinforcing its position in workplace AI tools.