Microsoft Adds Anthropic's AI Models to Co-Pilot

Group 1 - Microsoft is reducing its reliance on open air advertising while exploring partnerships with other companies like Anthropic, indicating a shift in strategy [1][2] - Oracle is tapping into the corporate bond market for $15 billion, including a rare 40-year note, to support its future infrastructure commitments [2][4] - Despite being a historically strong cash flow business, Oracle is currently facing negative cash flows and is expected to continue doing so for the next couple of years [3][4] Group 2 - Oracle is expanding its data center operations with plans for five new sites across the United States, indicating a significant investment in infrastructure [5][7] - The company is positioning itself as an infrastructure intermediary, renting large buildings and filling them with servers to support clients like OpenAI [9][10] - Microsoft opted not to pursue a similar infrastructure project, allowing Oracle to establish itself more seriously in the cloud infrastructure market [9][10]