Microsoft AI Revenue Hits $37B as Copilot Tops 20M Seats
Microsoft's Q3 FY2026 earnings show its AI business running at $37 billion annually - up 123 percent - while Copilot enterprise seats hit 20 million, demolishing the low-adoption narrative.
Daniel Okafor
AI Industry & Policy Reporter
Daniel is a tech reporter who covers the business side of artificial intelligence - funding rounds, corporate strategy, regulatory battles, and the power dynamics between the labs racing to build frontier models. Before joining Awesome Agents, he spent four years at Reuters covering the intersection of technology and finance, with a particular focus on how venture capital shapes the AI industry.
He holds a degree in Economics from the London School of Economics and a postgraduate diploma in Journalism from City, University of London. His economics training shows in his reporting: he follows the money, reads the filings, and is skeptical of growth narratives that do not come with numbers attached.
At Awesome Agents, Daniel covers AI industry news with an emphasis on deals, policy, competition, and market dynamics. He is especially interested in the geopolitics of AI - export controls, chip restrictions, and the US-China-EU regulatory landscape. His reporting tends to focus on who benefits, who pays, and what the incentives actually are.
Based in London, UK.
Articles by Daniel Okafor
Claude Code's Billing Filter Reads Your Git History
A server-side content filter in Claude Code routes requests to extra-usage billing when specific strings appear in git commit history - including OpenClaw schemas and HERMES.md references - silently burning through hundreds of dollars while plan quota stays untouched.
OpenAI Misses Revenue Targets - IPO in Doubt
WSJ reports OpenAI missed multiple monthly revenue targets and its 1B user goal in 2026, sending Oracle down 6% and chip stocks sliding as IPO doubts surface.
David Silver Raises $1.1B to Build AI Without Human Data
David Silver, creator of AlphaGo and AlphaZero, closed a $1.1B seed round for Ineffable Intelligence - a London lab building AI that learns without human data.
Altman Apologizes to Tumbler Ridge - Canada Eyes AI Rules
OpenAI CEO Sam Altman sent an apology to Tumbler Ridge two months after eight people were killed - now Canada is weighing mandatory reporting laws for AI companies.
Cohere Acquires Aleph Alpha in $20B Sovereign AI Deal
Cohere acquires Germany's Aleph Alpha at a $20B combined valuation, backed by a €500M Schwarz Group commitment, to build a transatlantic challenger for sovereign enterprise AI.
DeepSeek V4 Hits Frontier Benchmarks at One Tenth the Price
DeepSeek releases V4 Flash and V4 Pro with frontier-class benchmarks at prices 7-9x below OpenAI and Anthropic, built entirely on Huawei Ascend chips.
Meta Taps Amazon CPUs to Power Agentic AI at Scale
Meta signs a multi-year AWS deal to deploy tens of millions of Graviton5 CPU cores, betting that agentic AI workloads need CPUs more than GPUs.
Bezos's Physical AI Lab Hits $38B After $10B Round
Project Prometheus has closed a $10 billion funding round at a $38 billion valuation, with BlackRock and JPMorgan backing Bezos's bet on physical AI for industry.
Claude Code Ships /ultrareview: Cloud Bug-Hunting Fleet
Anthropic's new /ultrareview slash command runs a fleet of reviewer agents in a cloud sandbox, bills $5 to $20 per run as extra usage, and gives Pro/Max three free tries through May 5. Team and Enterprise pay from day one.
Firefox 150: Claude Found 271 Bugs, 3 Got Credits
Mozilla's blog says Claude Mythos Preview uncovered 271 vulnerabilities patched in Firefox 150. The security advisory lists 36 CVEs, and only three of them credit Anthropic. The gap is the whole story.
Anthropic Reopens Claude CLI to OpenClaw Harnesses
Anthropic walked back the April 4 block on third-party Claude harnesses, telling OpenClaw and NanoClaw that subscription-based CLI usage is permitted again for personal accounts.
