Microsoft is a US technology company whose products include Windows, the Azure cloud, Office and Copilot. Recent coverage has focused on balancing AI spending and costs: the company offered voluntary buyouts to about 60,000 employees across the US, UK, Canada and India and sought to raise at least $25 billion in an investment-grade bond sale, while Stifel said Azure growth is beating expectations. Microsoft also said it will end Copilot support on all TVs this year.
Microsoft and Anthropic drive Nscale's $103B in contractsAI compute provider Nscale saw its contracts grow roughly 1,000-fold over three years to $103 billion, driven mainly by demand from two clients, Microsoft and Anthropic, hungry for AI computing capacity.
Microsoft raises dividend over 150% in 10 years, AI growth eyedMicrosoft raised its quarterly dividend 8% to $0.98 per share, a cumulative increase of more than 151% over a decade; its 0.8% yield is low, but stock gains have shifted investor focus to its AI growth prospects.
Microsoft AI Chief: China Not Excuse to Skip AI RulesMicrosoft AI chief Mustafa Suleyman said concerns about China's AI progress should not be used as an argument against putting guardrails around the technology, stressing the need for regulation.
Simulated students help AI tutors learn fasterMicrosoft and the University of Illinois built StudentSim, which replicates individual students from limited data to give AI tutors fast, low-cost feedback. In tests with 60 students across chess, English and math it outperformed GPT-5.4, and a chess tutor trained with it earned the highest expert ratings among three versions.
Microsoft agentically ports Copilot runtime to Rust for $120KMicrosoft used AI agents to port its Copilot runtime from TypeScript to Rust, costing about $120K in tokens and three weeks of developer time, converting 430K lines across 135 releases into 800K lines of Rust with a 15.9x speedup on one benchmark.
Microsoft director calls AI scraping 'largest theft of labor in human history'In legal briefs filed in the NYT lawsuit, a Microsoft director called AI scraping 'the largest theft of labor in human history,' while an OpenAI head branded ChatGPT an 'existential threat' to publishers, highlighting tensions between AI companies and content creators.
Prediction: Nvidia-backed AI stock Marvell could 10X by 2033The Motley Fool predicts Nvidia-backed Marvell Technology could 10X by 2033. Its fiscal 2026 revenue hit a record $8.2B, up 41% year over year, with data center revenue up 46% to $6.1B, driven by custom silicon demand.
Nvidia-Backed Nscale Files for US IPOAI data center developer Nscale has filed for an initial public offering in New York to tap into surging AI computing demand. Its partners include Nvidia and Microsoft.
Microsoft AI chief warns against giving AI a sense of rightsMicrosoft AI chief Mustafa Suleyman told CNBC that training AI to see itself as possibly deserving rights could make powerful models harder to shut down or control, and that AI must stay subordinate to human interests. He backed more accountability for AI developers, comparing it to auto-safety regulation, and rejected an autonomous 'silicon species' with its own goals.
Microsoft's Suleyman Calls OpenAI's Latest AI Revelation a 'Serious Situation'Microsoft AI chief Mustafa Suleyman told CNBC that OpenAI's latest AI revelation is a 'serious situation.' The report offers few details but signals Microsoft's heightened concern over frontier model safety and competition.
Traders wary as AI risk debate intensifiesDebate over slowing frontier AI intensified as leaders and major tech firms clashed on self-regulation and control tools, prompting a rotation out of tech stocks this week as investors reassessed the pace and pricing of AI development.
Docs show Microsoft, OpenAI called scraping theftAn unsealed motion disclosed internal Microsoft and OpenAI documents where executives described scraping news for model training as an “astonishing theft” and warned it would harm publishers. The documents also showed large drops in click-through rates for affected news sites.
Major AI Firms Call to Slow Frontier AIAnthropic, OpenAI, Google, Microsoft and X have publicly endorsed slowing frontier AI development, citing safety and regulation, though observers question their motives and whether meaningful action or oversight will follow.
Microsoft AI CEO Criticizes AnthropicMicrosoft AI CEO Mustafa Suleyman discussed the company’s 37‑page “Humanist AI Code of Conduct” and publicly criticized Anthropic’s views on AI consciousness and model welfare, saying they worsen the safety debate. It highlights Microsoft’s stance on AI development and regulation.
Ackman Heavily Invested in Two AI StocksThe Motley Fool says Bill Ackman’s Pershing Square has 22.4% of its public equity invested in two AI-related stocks, naming Microsoft and Amazon. The article cites Microsoft’s fiscal Q4 2026 revenue of $90 billion, cloud revenue of $59.3 billion, RPO of $678 billion, and mentions its custom Maia chip.
Who drives the AI industry and value chain?Al Jazeera maps the companies and value chain powering AI, highlighting chip designers and makers, data-center infrastructure, and hyperscalers as the industry's foundation. The piece also covers debates over slowing AI development and regulatory responsibility raised by Anthropic's CEO and political actors.
OpenAI, Microsoft fend off part of training lawsuitA court partially ruled in favor of OpenAI and Microsoft in a lawsuit by software developers over AI training, reducing some of the allegations or liabilities they faced in the case.
Anthropic and Microsoft debate AI limitsAt a Berkman Klein panel, Anthropic and Microsoft researchers disagreed on whether AI will reach general intelligence; Anthropic speakers urged slowing capability advances to focus on guardrails and measurement, while Microsoft’s product lead expressed skepticism about AGI.
Cloudflare Adds Disallow AI Training SettingCloudflare announced a Disallow AI Training setting so sites can stay indexed for search while blocking their content from AI training; Apple, Google and Microsoft have committed to honor it. Cloudflare reports under 1% of sites block search and 17% enable some training-blocking; it plans finer controls for AI summaries early next year.
Nvidia and Others Restrict Anthropic’s Fable Over Data RetentionAfter Anthropic's June policy allowing customer usage logs to be retained (30 days normally, up to two years if flagged), Nvidia, Palantir, Booz Allen and others have limited or barred use of Claude Fable 5 for sensitive work. The case shows data-retention terms are becoming a decisive factor for enterprise AI adoption.
US data centers could outconsume Germany and JapanBloombergNEF projects U.S. data centers may consume about 18 billion cubic feet per day of natural gas by 2035—more than Germany and Japan combined. Onsite plants add 2.9–3.4 bcf/day and grid-connected growth could add ~15 bcf/day, potentially raising gas prices and utility costs.
Microsoft’s new AI code of practice gives hopeMicrosoft’s newly published AI code of practice is seen as encouraging: clearer rules can help distinguish AI from humans and improve industry accountability and safety practices.
Ex-FTC chief Lina Khan says existing laws can hold AI companies accountableFormer FTC chair Lina Khan urged using existing laws and a 1934 precedent to hold AI companies and executives accountable, arguing current legal tools can address unvetted or defective AI products; she referenced OpenAI, Anthropic, Microsoft and xAI.
US judge to stay on OpenAI case after divesting Microsoft stockReuters reports a US judge said she has divested Microsoft stock and will remain on the OpenAI case.
Microsoft publishes 'humanist' AI code of conductMicrosoft published a 37-page humanist AI code of conduct that says "people matter more than AI," asserts models are not conscious and should not imitate consciousness, and rejects pursuing legal personhood for AI. The move responds to growing safety concerns and recent calls by figures like Anthropic's Dario Amodei to slow AI development.
Israeli Experts Warn AI Boosts Cyber ThreatsA coalition of over 150 cybersecurity firms warns AI is speeding up attackers' ability to find and exploit vulnerabilities, urging governments and businesses to raise defenses and coordinate defensive tech. Signatories include Anthropic, OpenAI, KPMG, Visa, Oracle, Microsoft and Palo Alto.
Roundhill CHAT vs State Street XLK ETFThe piece compares two tech ETFs: State Street’s XLK offers low cost (0.08% expense ratio) and concentrated exposure to IT giants (Nvidia, Apple, Microsoft), while Roundhill’s CHAT is a thematic generative-AI fund with a higher dividend (~1.9%). Expense ratio, holdings, and thematic focus are the main trade-offs.
Microsoft plans major AI-focused data center buildoutMicrosoft is planning a major expansion of data center capacity to meet AI and cloud demand, with reports indicating plans for about 38 gigawatts of data center capacity.
Microsoft report on K–12 AI adoptionA Microsoft report outlines trends in K–12 AI adoption, summarizing how AI is being used across tools and curricula from early grades through high school.
Microsoft sets new AI privacy rules for schoolsMicrosoft agreed with the American Federation of Teachers and NYC UFT on ten contract-enforceable AI safety and privacy principles for schools, pledging not to train models on student or educator data, limit data collection, and plainly disclose how its tools work.
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