Why doesn't Microsoft care about being the frontier lab?

2nd Order Thinkers.

Microsoft, the AI dark horse

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Microsoft, the AI dark horse

Having followed the latest earnings of the biggest cloud companies, let me explain why Microsoft suddenly gets so much attention from AI investors.

Jing Hu

Aug 13, 2026

∙ Paid

I’ve followed the earnings calls of the three biggest cloud providers on the planet, Microsoft, Amazon, Google.

And I’m using Microsoft (Azure) as the main character to pull the thread to explain what’s going on in AI and cloud in 2026, and who’s winning, who’s losing.

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