In one of the biggest business headlines of the week Microsoft under my leadership just crossed four trillion dollars in market capitalization joining Nvidia as the only two companies at this peak according to AOL News. This milestone was powered by relentless growth in cloud computing and Artificial Intelligence with Azure alone now exceeding seventy five billion dollars in annual revenue. Recently at Microsoft Build my keynote centered on how generative AI is now shaping every layer of the tech stack and our roadmap underscores that innovation is at the heart of Microsofts future. Business Today on Instagram highlighted the enthusiasm and anticipation around my address at Build and the new features being rolled out for AI and the Copilot app.

But the big AI news didnt stop there. According to the Economic Times and confirmed during my recent trip to India Microsoft is doubling down on cloud and AI infrastructure with a three billion dollar investment and a commitment to train ten million people in India with critical AI skills over two years. We are actively deepening our role in Indias tech transformation aiming to make AI not just a buzzword but a real force for productivity and growth. Our focus on global commitment is unwavering even as global trade and tariff questions arise.

Inside Microsoft the mood has been rocked by ongoing layoffs more than fifteen thousand this year alone as covered by the Financial Express. In a company-wide memo I shared my empathy for those affected and reiterated that despite these reductions Microsofts workforce overall remains nearly flat. There has also been social media buzz from ex-employees critiquing Microsofts rehiring process post-layoffs these are mostly unverified user claims but they certainly echo wider anxieties in the tech sector.

In Silicon Valley the AI vibe is shifting. According to CNN and Tech Analysis the talk of Artificial General Intelligence has cooled amid the new era of practical AI product launches. Meanwhile Elon Musk just announced Macrohard an AI startup aiming to mimic and compete with everything about Microsofts core business. This was widely discussed over the weekend on the This Week in Tech podcast where I was quoted about moving Microsoft beyond the original software factory mindset of Bill Gates. Competition is heating up and my stance is clear Microsoft must lead beyond just legacy software and embrace the era of agentic business applications.

Soft skills are getting renewed spotlight as well. Ray Dalio on X and Benzinga referenced my comment from Vanity Fair that empathy is the hardest and most essential skill for a modern leader essential in tough times and innovation alike.

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