Microsoft has agreed to give the U.S. government early access to its AI models before commercial release — as part of Trump’s AI Action Plan. Copilot is embedded across Microsoft 365. Azure spending hit $31.9 billion in Q1 alone. Yet investors remain cautious: Google Cloud grew faster, and the OpenAI relationship is shifting toward Amazon. Microsoft is powerful — but under pressure. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.