Microsoft’s Azure AI Foundry now includes Claude 4.5 from Anthropic, along with regional models from Mistral and Cohere, expanding its multi-model platform strategy.
Update, 26 Oct: Anthropic’s S-1 shows the filed numbers.Anthropic’s S-1 puts a number on the Microsoftrelationship: Anthropic committed to spend at least $44.9 billion with Microsoft from November 2026 to May 2033. Cloud service provider marketplaces accounted for 48% of revenue in the six months ended 30 June 2026. More: the compute-deals piece.
Gennaro Cuofano is a CRO and tech executive who has worked in AI since late 2015, starting with bringing NLP, natural-language generation, voice and chatbot products to the marketing industry. His background is in law and finance: he holds a Master's degree in Law and an International MBA with an emphasis on corporate finance (LUISS Business School and the University of San Diego, 2012), and worked as a financial analyst at a real-estate investment firm in San Diego and as an assistant controller. His work focuses on business model strategy, business engineering and, more broadly, structural analysis: how companies make money, read from their own filings. He created FourWeekMBA and leads research there and at The Business Engineer, his newsletter on AI and business strategy, with over 95,000 subscribers and more than 1,000 published analyses. His writing has also appeared on Entrepreneur (for example, How to Digitize a Family Business in Europe) and HackerNoon. Find him on LinkedIn and Substack. See how we source.
