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Microsoft is retreating in China, but AI keeps a door open
Per Reuters reporting, Microsoft has shuttered at least 15 branch offices and joint ventures in China over the past five years and considered quitting the country entirely in 2023. China represented about 1.5% of Microsoft's global revenue as of 2024; Azure and AI services remain open, particularly serving Chinese companies such as ByteDance and Shein for their global operations, where Western AI model access and foreign data compliance give Microsoft a niche.
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Microsoft Is Retreating in China, but AI Keeps a Door Open Faizan Farooque Fri, August 14, 2026 at 2:51 AM GMT+10 1 min read MSFT This article first appeared on GuruFocus . Software and cloud giant Microsoft Corp. ( MSFT , Financials ) has been steadily decreasing its footprint in China as the market becomes difficult to explain due to geopolitical pressure, local rivalry and U.S. export restrictions.Microsoft has shuttered at least 15 branch offices and joint ventures in China over the past five years and even toyed with quitting the country entirely in 2023, Reuters reported.In the end, the…