NasdaqGS:MSFTSoftware
Should Microsoft’s Expanding Azure and Copilot Partnerships Reshape the AI Platform Story for MSFT Investors?
In early February 2026, partners including Rain, Pathlock, Dragos, Appspace, TeamDynamix and CAEVES announced deeper integrations with Microsoft platforms such as Teams, Sentinel, Places, Azure and the Microsoft Marketplace, while Microsoft expanded its sovereign cloud collaboration with Capgemini.
These moves highlight how Microsoft is extending Azure and Microsoft 365 from core infrastructure into embedded AI, security, and workplace services, reinforcing its role as a foundational layer...