[DEVELOPING] The Information: Microsoft on track to pay Anthropic $2B+ a year for Copilot models
The Information profiled Microsoft Copilot/Office chief Charles Lamanna on Oct 12, citing one source that Microsoft is on track to pay Anthropic more than $2B a year for models used in Copilot. Per Newsquawk's summary, the report says Lamanna pushed for Anthropic models despite internal cost concerns and is weighing Anthropic against OpenAI models for capability and margin. This is a single-outlet, single-source claim and has not been confirmed independently. Why it matters: it is a datapoint on frontier-lab revenue concentration and on Copilot's gross margin. What to watch: confirmation, and any Copilot margin commentary at Microsoft's next earnings.