Expanded AI models in Copilot: Microsoft 365 Copilot now includes Anthropic’s Claude models (Opus 4.1 and Sonnet 4) alongside OpenAI models, giving business users more flexibility for research, reasoning, and content generation.

$4B Wisconsin AI data center: Microsoft is investing in a second U.S. AI data center equipped with NVIDIA GPUs to train advanced models.

Collaborative AI agents: New AI teammates for Microsoft Teams, SharePoint, and Viva Engage enhance workflow and collaboration.

Azure Databricks updates: September updates include an AI Agent Mode for Databricks Assistant, stronger Delta Sharing, and automated identity management.

Microsoft Fabric preview features: Generative AI functions for data engineering (single-line code), improved anomaly detection, and Apache Iceberg data access in OneLake.

Nvidia partnership: Nvidia to invest $100 billion in OpenAI.

Stargate expansion: Five new U.S. data centers announced with Oracle and SoftBank.

“OpenAI for Germany”: Partnership with SAP to bring AI into Germany’s public sector with strong data sovereignty protections.

Gemini-powered Chrome: A new Gemini button in Chrome gives direct access to AI features.

Mixboard app: AI-generated mood boards for design and creativity.

DeepMind breakthroughs: New solutions to complex fluid dynamics equations.

Cohere: Raised $100M, valuation now $7B.

Modular: Raised $250M at a $1.6B valuation; building a neutral AI software layer to challenge Nvidia.

Groq: Raised $750M, valuation $6.9B.

Cognition AI: Raised $400M, valuation $10.2B; maker of the coding agent Devin.

Mistral AI: Closed a €1.7B ($2B) Series C, doubling valuation to $13.7B.