Microsoft

MSFT

Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending September 30. The disclosure underscores the still-enormous financial dependency of the partnership.

Microsoft is offering voluntary buyouts to around 60,000 employees across the US, UK, Canada, and other markets, a move The Verge frames as the clearest sign yet that AI will fundamentally change the size of Microsoft's workforce. The offer follows CEO Satya Nadella's repeated comments on AI-driven transformation.

Business • The Verge AI

MSFT

Microsoft is seeking to raise at least $25 billion in its first US investment-grade bond sale since 2017, when it raised $17 billion, to fund AI-related capital expenditures, according to sources.

OpenAI, Google, Microsoft, and Anthropic say they will adopt a new shared 'policy token' standard that lets publishers opt out of AI scraping across multiple companies at once, rather than setting preferences individually. The move gives publishers a single signal for AI training preferences.

Policy & Regulation • The Verge AI

Based on a transcript excerpt: The AI Daily Brief covers Artificial Analysis's overhaul of its Intelligence Index (version 5) and how the new benchmarks reshuffle the AI model leaderboard. It also discusses Google's Gemini 4 Carbon taking the top spot, cloud earnings from Google and Microsoft, and a DOJ probe into NVIDIA.

AI News • The AI Daily Brief: Artificial Intelligence News