Microsoft: Latest News and Analysis

Wall Street Journal
The Next Great Leap in AI Is Behind Schedule and Crazy Expensive
The startup has run into problem after problem on its new artificial-intelligence project, code-named Orion.
TechCrunch
Microsoft bought nearly 500K Nvidia Hopper chips this year
Microsoft bought more than twice as many of Nvidia's flagship chip than any of its biggest rivals like Meta and Google.
The Register
Don't fall for a mail asking for rapid Docusign action – it may be an Azure account hijack phish
Recent campaign targeted 20,000 folk across UK and Europe with this tactic, Unit 42 warns Unknown criminals went on a phishing expedition that targeted about 20,000 users across the automotive, ...
ARPU
Microsoft Outspends Rivals on Massive Nvidia Chip Purchase

Microsoft has significantly outpaced its tech rivals in its acquisition of Nvidia's advanced AI chips, highlighting the company's substantial investment in artificial intelligence infrastructure, reports the Financial Times.

Analysts at Omdia estimate that Microsoft purchased 485,000 of Nvidia's "Hopper" chips this

ARPU
ClearBank Expands Reach by Joining Microsoft Azure Marketplace

ClearBank has announced that its cloud-native banking solutions and payment infrastructure are now available on the Microsoft Azure Marketplace, according to Yahoo Finance. This move will allow all Azure customers to access ClearBank's services, representing a significant growth opportunity for the company.

"This latest move further strengthens

ARPU
Nvidia's AI Chip Momentum May Be Cooling, Microsoft CEO Hints

Nvidia's stock is facing growing headwinds as Microsoft CEO Satya Nadella suggested that the frenzied demand for AI chips may be easing, reports Business Insider. The comments, made in an interview with Bill Gurley and Brad Gerstner of the B2 podcast, have intensified a sell-off in Nvidia shares,

Bloomberg
Microsoft AI-Industry Uses Take LLMs Next Level: Tech Disruptors
There’s usually four drivers before you get into the use case: Domain accuracy, efficiency, cost effectiveness, and of course deployment preferences.” Microsoft corporate vice president of business ...
Wired
Security News this Week: Microsoft’s AI Recall Tool Is Still Sucking Up Sensitive Data
Plus: The US indicts North Koreans in fake IT worker scheme, file-sharing firm Cleo warns customers to patch a vulnerability amid live attacks, and more.
The Verge
Microsoft’s Recall AI is creepy, clever, and compelling
I honestly thought I’d hate Microsoft’s controversial Recall feature and immediately disable it, but after using it for the past couple of weeks, I’ve been both creeped out and impressed with what it’s capable of.
The Register
Cruise shutdown blastzone increases – Microsoft takes $800M charge
Microsoft announced its minority investment in January 2021, joining Honda and other institutional investors. All told, the players invested $2 billion at the time, bringing the post-money valuation ...
TechCrunch
Microsoft launches Phi-4, a new generative AI model, in research preview
Microsoft has announced the newest addition to its Phi family of generative AI models: Phi-4. It's in limited research preview.
VentureBeat
Microsoft’s smaller AI model beats the big guys: Meet Phi-4, the efficiency king
Microsoft’s new AI model, Phi-4, outperforms larger competitors like Google’s Gemini Pro with superior mathematical reasoning while using fewer resources, signaling a revolutionary shift in AI ...
Inc
Why Microsoft’s New AI May Speed Up Your Company’s Use of New Technology
So it’s possible that Microsoft’s Phi-4 model shows that in some AI matters, size doesn’t really matter—what makes it good for business is how your company might use it.
Reuters
Microsoft expects $800 million impairment charge in Q2 2025 over General Motors' Cruise exit
Microsoft expects to record an impairment charge of around $800 million in the second quarter of fiscal year 2025 over General Motors' exit of the Cruise autonomous driving business, the tech giant ...
TechCrunch
Microsoft will take an $800M hit over Cruise robotaxi shutdown
GM's decision to shut down its Cruise robotaxi program continues to ripple through the market, extending to the self-driving car company's minority ...
Wall Street Journal
Microsoft to Incur $800 Million Charge Tied to Cruise Robotaxi Program
Microsoft said it will record an $800 million impairment charge tied to its minority investment in General Motor’s now-scrapped robotaxi program Cruise.
TechCrunch
Microsoft quietly axes Skype credit and phone number sales to push subscriptions
Bad news for anyone out there who still uses Skype: the Microsoft-owned phone and messaging platform has quietly stopped letting users top-up accounts with credit and buy Skype phone numbers. Instead,
Wired
Harvard Is Releasing a Massive Free AI Training Dataset Funded by OpenAI and Microsoft
The project’s leader says that allowing everyone to access the collection of public-domain books will help “level the playing field” in the AI industry.
The Verge
Microsoft AI chief Mustafa Suleyman says conversational AI is the next web browser
Today, I’m talking with Mustafa Suleyman, the CEO of Microsoft AI.
The Verge
Microsoft’s AI boss and Sam Altman disagree on what it takes to get to AGI
Microsoft AI CEO Mustafa Suleyman disagrees with OpenAI CEO Sam Altman’s recent claim in a Reddit AMA that artificial general intelligence, or AGI, is possible on today’s hardware. While AGI is ...
Bloomberg
Microsoft Unveils Zero-Water Data Centers to Reduce AI Climate Impact
Microsoft Corp., trying to mitigate the climate impact of its data center building boom, is starting to roll out a new design that uses zero water to cool the facilities’ chips and servers.
SiliconANGLE
C3 AI shares surge on strong second quarter and upgraded outlook
For the quarter that ended on Oct. 31, C3 AI reported an adjusted net loss per share of six cents, down from a loss of 16 cents per share in the same quarter of the previous year, on revenue of $94.3 ...
Reuters
C3.ai lifts annual forecast on strong demand for enterprise AI software
C3.ai raised its forecast for fiscal year 2025 revenue on Monday, helped by healthy demand for the company's enterprise artificial intelligence software as companies look for tools to help streamline ...
Fortune
Microsoft’s biz dev boss on the big bets that could define the future of AI
Microsoft’s Christopher Young shares how AI is taking shape in areas like embodied tech, sustainable data centers, and venture bets on cybersecurity, governance, and healthcare at Brainstorm AI.
The Register
Microsoft dangles $10K for hackers to hijack LLM email service
Microsoft and friends have challenged AI hackers to break a simulated LLM-integrated email client with a prompt injection attack – and the winning teams will share a $10,000 prize pool.
The Verge
Microsoft AI CEO Mustafa Suleyman says conversational AI is the next web browser
Today, I’m talking with Mustafa Suleyman, the CEO of Microsoft AI.
Reuters
US clears export of advanced AI chips to UAE under Microsoft deal, Axios says
The U.S. government has approved the export of advanced artificial intelligence chips to a Microsoft-operated facility in the United Arab Emirates as part of the company's highly-scrutinized ...
The Verge
You can now try Microsoft’s Recall AI feature on Intel and AMD Copilot Plus PCs
Recall takes screenshots of almost everything you do on a Copilot Plus PC to make it searchable and easy to recall a memory or retrace your steps. Microsoft has made the AI experience entirely optional, so you can enable snapshots to find what you were working on previously through natural language search or a scrollable timeline.
The Register
Euro cloud body heads off to Microsoft's HQ to check it's keeping promises
Wine-tasting seems to be an essential part of an EU-friendly Azure Local Exclusive Microsoft and the Cloud Infrastructure Service Providers of Europe (CISPE) trade body this week kicked off their technical summit to assess the Windows maker's progress in making available a version of Azure Local for hosters.
The Register
Microsoft teases Copilot Vision, the AI sidekick that judges your tabs
Microsoft said: "Browsing no longer needs to be a lonely experience with just you and all your tabs," which makes The Reg wonder exactly what the company thinks its users are like. The tool will only ...
VentureBeat
Microsoft Copilot Vision is here, letting AI see what you do online
In the long run, the company may even expand these capabilities to other products in its ecosystem, allowing enterprise users to work and make decisions more easily.
The Verge
Microsoft’s Copilot can now browse the web with you using AI ‘Vision’
Originally unveiled in October, Copilot Vision allows Microsoft’s AI companion to see what you see on an Edge webpage you’re browsing. You can then ask it questions about the text, images, and content ...
TechCrunch
Copilot Vision, Microsoft’s AI tool that can read your screen, launches in preview
Microsoft's newest AI tool, Copilot Vision, can read your screen — or rather, the sites you're browsing with Edge. It's now in preview.
Reuters
OpenAI aims to attract more investment by removing 'AGI' clause with Microsoft, FT reports
OpenAI is in discussions to remove a clause that shuts Microsoft out of the start-up's most advanced models when it achieves "artificial general intelligence", as it seeks to unlock future investments ...
Wall Street Journal
Microsoft faces $1.27 billion antitrust lawsuit over cloud services in UK
Microsoft faces a dispute in the U.K. over how it charges customers who buy cloud software services that rival its own Azure, the latest antitrust challenge to the U.S. tech giant’s approach to ...
TechCrunch
UK antitrust suit hits Microsoft with claim for $1.25B in cloud fees damages
Microsoft is in the crosshairs of a U.K. competition class action-style lawsuit that's seeking £1 billion (around $1.25 billion at current exchange rates) ...
TechCrunch
Ex-Microsoft employees get $4M from Accel to build an AI tool for product presentations
Product teams often have tons of screen recordings and screenshots that end up unused. Video production using those screen recordings has been ...
CRN
Salesforce CEO Benioff Calls Microsoft Copilot ‘Repackaged ChatGPT’
Salesforce CEO and co-founder Marc Benioff continued his attacks on artificial intelligence rival Microsoft during the vendor’s latest quarterly earnings call, calling Microsoft’s Copilot AI offerings ...
The Verge
Microsoft accuses FTC of leaking news of its antitrust investigation
Now, Microsoft’s corporate vice president and deputy general counsel Rima Alaily is accusing FTC management of leaking details of the probe, in violation of the agency’s own e ...
CRN
Microsoft’s Windows 10 End Might Spark Start Of New AI PC Spending
Microsoft partners ready themselves for the Windows 10 to Windows 11 refresh cycle, where they could persuade customers to upgrade to Copilot+ and AI PCs from Dell, HP, Lenovo.
Reuters
Microsoft faces UK lawsuit over cloud computing licences
Microsoft faces legal action in Britain over a claim that thousands of businesses using cloud computing services provided by Amazon, Google and Alibaba could be paying higher licence fees to use ...
Wall Street Journal
Microsoft Faces $1.27 Billion Antitrust Lawsuit Over Cloud Services in U.K.
Microsoft faces a dispute in the U.K. over how it charges customers who buy cloud software services that rival its own Azure, the latest antitrust challenge to the U.S. tech giant’s approach to ...
VentureBeat
AI that clicks for you: Microsoft’s research points to the future of GUI automation
Microsoft research reveals how AI agents are transforming computer interaction through GUI control, with major tech companies racing to deploy LLM-powered automation tools worth $68.9 billion by 2028.
The Register
Yup, half of that thought-leader crap on LinkedIn is indeed AI scribbled
This trend suggests that many self-proclaimed thought leaders on LinkedIn may be presenting AI-generated content as their own profound insights. Sure, it's what many LinkedIn users may have suspected, but it's still potentially damaging for Microsoft's flavor of business-first social networking.
Inc
After Office Software Outage, Microsoft Faces Allegations of Data Scraping in Word and Excel
Reports that the tech giant is taking user data through its best known business software to train its AIs follows a global crash on Monday.
The Verge
No, Microsoft isn’t using your Office docs to train its AI
Microsoft says it isn’t using customer data from its Microsoft 365 apps to train its AI models. The clarification addresses reports circulating online in the last few weeks claiming Microsoft required ...
Financial Times
Microsoft bets on artificial intelligence to power a nuclear resurgence — and more AI
While that potential overhaul hangs in the balance, Microsoft is exploring using artificial intelligence to cut the time and money spent on efforts to win approval for new nuclear power plants. For ...
TechCrunch
Inflection AI CEO says it’s done trying to make next-generation AI models
Just last year, Inflection AI was as hot as a startup could be, releasing best-in-class AI models it claimed could outperform technology from OpenAI, ...
The Verge
Zoom 2.0 relaunches as an AI-first company without video in its name
Zoom is changing its name from Zoom Video Communications Inc. to just Zoom Communications Inc. In a post on the company blog, Zoom Communications CEO Eric Yuan writes that Zoom is now an “AI-first ...