ArcelorMittal reshaping digital backbone with Microsoft Cloud and AI
Rhea-AI Summary
ArcelorMittal (MT) has expanded its collaboration with Microsoft, designating Microsoft Azure as its primary cloud platform to support a "Cloud First, Data Centric" strategy. Azure will underpin modernization of core IT systems, consolidation of data into a single trusted foundation, and deployment of advanced analytics and AI at scale across global operations.
ArcelorMittal plans to integrate Microsoft Fabric, Purview and Foundry alongside other Azure services to accelerate AI-powered innovation, enhance cyber security, reliability and resilience, and improve operational efficiency while reducing reliance on legacy IT. According to ArcelorMittal, this will embed data and AI into its IT operating model and support long-term digital transformation and competitiveness in the global steel industry. In 2025, the company reported revenues of $61.4 billion.
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Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Jul 24 | Consensus publication | Neutral | +1.1% | Published third-party second-quarter consensus estimates without company verification |
| Jul 06 | Leadership change | Neutral | +3.1% | European CEO retirement and transition to chairman role |
| Jun 30 | Share buyback | Positive | +0.9% | Started second tranche of buyback after completing first tranche |
| Jun 26 | Government payments filing | Neutral | -3.1% | Filed 2025 payments-to-governments report for extractive activities |
| Jun 22 | AWS partnership | Positive | +0.5% | Announced cloud and AI collaboration supporting industrial automation |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent history showed positive reactions to the buyback and partnership announcements, while neutral corporate updates produced mixed reactions.
AI-generated analysis. How Rhea-AI works. Not financial advice.
3 August 2026, 08:30 CET
ArcelorMittal today announces an expansion of its collaboration with Microsoft, accelerating the company's transformation into a data-driven, AI-enabled organization and strengthening the digital foundation that underpins its industrial competitiveness.
This latest announcement anchors ArcelorMittal's "Cloud First, Data Centric" strategy, with Microsoft Azure as the company's primary cloud computing platform. Azure will serve as the backbone for modernizing core IT systems, consolidating data into a single trusted foundation, and deploying advanced analytics and AI at scale across global systems and business processes.
ArcelorMittal will integrate Microsoft Fabric, Purview and Foundry among other Azure infrastructure services to deliver solutions that:
- Scale digital innovation, accelerating the delivery of AI-powered solutions to the business;
- Strengthen cyber security, system reliability, and resilience across the enterprise;
- Drive operational efficiency and reduce dependency on legacy IT systems.
Together, these advances will empower ArcelorMittal to turn data into a strategic asset, enabling faster, smarter decisions and sustained competitive advantage as the company advances its long-term digital transformation.
Commenting, Nik Puri, Chief Information Officer at ArcelorMittal:
"At ArcelorMittal, technology is central to how we compete, a driver of performance, innovation and lasting advantage. Our expanded relationship with Microsoft is not simply about modernizing systems; it's about fundamentally reshaping our IT operating model, embedding data and AI into the core of how we run our IT estate. Our focus is clear: efficiency at scale, faster and smarter decisions, and positioning ArcelorMittal at the forefront of digital transformation in the global steel industry."
Samer Abu-Ltaif, President, Europe, Middle East and Africa at Microsoft added:
"The most ambitious companies are moving beyond experimenting with AI to build their business around it from the ground up. ArcelorMittal is doing exactly that: not simply adding AI to existing processes but using a trusted cloud and data foundation on Azure to reshape how a modern industrial enterprise operates. We're excited to support ArcelorMittal as it shapes what an AI-first future looks like for global manufacturing.”
ENDS
About ArcelorMittal
ArcelorMittal is one of the world’s leading integrated steel and mining companies with a presence in 60 countries and primary steelmaking operations in 14 countries. It is the largest steel producer in Europe, among the largest in the Americas, and has a growing presence in Asia through its joint venture AM/NS India. ArcelorMittal sells its products to a diverse range of customers including the automotive, engineering, construction and machinery industries, and in 2025 generated revenues of
ArcelorMittal is listed on the stock exchanges of New York (MT), Amsterdam (MT), Paris (MT), Luxembourg (MT) and on the Spanish stock exchanges of Barcelona, Bilbao, Madrid and Valencia (MTS).
http://corporate.arcelormittal.com/
| ArcelorMittal Investor Relations contact information | |
| General | +44 20 7543 1128 |
| Retail | +44 20 3214 2893 |
| Bonds/Credit | +33 157 955 035 |
| ArcelorMittal Corporate Communications contact information | |
| Paul Weigh | |
| Tel: | +44 20 3214 2419 |
| press@arcelormittal.com | |
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