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Microsoft

Microsoft

Public technology company

Appears in 12 stories

Stories

AI and the white-collar workforce

New Capabilities

Leading enterprise AI deployment through Copilot

Microsoft's AI chief Mustafa Suleyman told the Financial Times on February 13, 2026 that most white-collar work—accounting, legal, marketing, project management—will be fully automated within 12 to 18 months. It's the most aggressive timeline yet from a major tech executive, and it comes as AI coding assistants already generate 46% of code at companies using GitHub Copilot.

Updated 4 hours ago

Microsoft's ongoing battle against zero-day exploits

Rule Changes

Primary maintainer of Windows operating system security

Microsoft released its February 2026 Patch Tuesday update fixing 58 security flaws, including six zero-day vulnerabilities already being exploited; the most severe bypasses Windows SmartScreen, tricking users into running malicious software without warnings. CISA added all six to its Known Exploited Vulnerabilities catalog, giving federal agencies until March 3, 2026 to patch.

Updated 2 days ago

Big tech's half-trillion-dollar AI bet

Money Moves

Q1 FY2026 beat: Azure 40% growth above guidance; $250B incremental OpenAI Azure contract; Fairwater 2GW Wisconsin facility; $34.9B quarterly capex tracking above annual guidance; OpenAI losses cost $3.1B/quarter

The four largest cloud providers—Microsoft, Meta, Alphabet, and Amazon—are tracking toward over $720 billion in combined AI infrastructure spending for 2026, up sharply from $410 billion in 2025. All four reported first-quarter results on April 29, 2026. Microsoft delivered the clearest signal: $77.7 billion in revenue (up 18% year-over-year), Azure cloud growth of 40% (above its 37% guidance), and earnings per share of $4.13 versus analyst estimates of $3.67.

Updated 3 days ago

OpenAI's path to a public listing

Money Moves

27% shareholder; exclusive cloud and IP partner through 2032

OpenAI filed a confidential draft registration with the Securities and Exchange Commission (SEC) on Friday, May 22, 2026. The filing is the first formal step toward a public listing that could value the ChatGPT maker above $1 trillion.

Updated 7 days ago

Who pays for AI's power appetite?

Rule Changes

First company to commit to consumer electricity cost protections

For decades, American households paid roughly the same share of electricity costs regardless of which industries were expanding. AI data centers have broken that arrangement.

Updated May 20

The race to build AI's physical foundation

Built World

Azure capex exceeding $80B in 2025, OpenAI exclusive partner

ChatGPT's November 2022 launch triggered the fastest infrastructure buildout in tech history. Hyperscalers are now on track to spend over $1 trillion in 2026, exceeding the GDP of all but 10 countries.

Updated May 19

OpenAI assembles record private funding round

Money Moves

Holds 27% equity stake; Azure exclusivity ended April 2026; revenue share capped at $38B through 2030

After the $122 billion round closed in April, OpenAI ended its Azure cloud exclusivity and capped Microsoft's revenue share at $38 billion through 2030. On May 18, a jury dismissed Elon Musk's suit seeking $134 billion and the reversal of OpenAI's for-profit structure.

Updated May 18

Big Tech's power grab: the race to build private energy empires

New Capabilities

Restarting Three Mile Island Unit 1 under 20-year power purchase agreement

Google spent $4.75 billion over a year ago acquiring Intersect Power, owning power plants that feed its AI data centers. Amazon bought a Pennsylvania nuclear campus; Microsoft restarted Three Mile Island in September 2024; Meta announced nuclear deals with Vistra, TerraPower, Oklo unlocking up to 6.6 gigawatts for American AI. Tech giants now control the grid.

Updated May 16

Underwater data centers move from prototype to commercial buildout

Built World

Concluded research project; technical precedent for current buildout

A sealed steel capsule sits on the seabed off Shanghai's Nanhuizui coast, drawing more than 95% of its power from offshore wind turbines and using cold seawater to cool its servers. It is the world's first wind-powered underwater data center, and its operators have signed deals to scale the design into a 500-megawatt cluster.

Updated May 15

Meta kills Messenger’s native desktop apps, forcing a web-only future on Mac and Windows

Rule Changes

Microsoft Store removal and Windows desktop guidance push users to web/Facebook app

On December 15, 2025, Meta effectively bricked Messenger's standalone desktop apps: no more logins, no native client. Users got pushed to Messenger.com or Facebook.com.

Updated May 15

Anthropic targets Wall Street with packaged AI agents

New Capabilities

Distribution partner via Microsoft 365 integration

Wall Street's pitch decks, earnings reviews, and ledger reconciliations have long been the domain of junior analysts working late nights inside Excel. On May 5, 2026, Anthropic unveiled ten artificial intelligence (AI) agents that do those same jobs—running on its Claude Opus 4.7 model, embedded directly inside Microsoft Excel, PowerPoint, and Word, and pulling live data on more than 600 million public and private companies from Moody's.

Updated May 5

AI takes over code authorship at major tech firms

New Capabilities

Launched first-ever voluntary buyout program (~7% of US workforce); AI, Azure OpenAI, and GitHub Copilot teams explicitly exempt

For most of computing's history, every line of production code at a major software company was typed by a human. Google CEO Sundar Pichai told an audience at Google Cloud Next 2026 on April 24 that 75 percent of new code at the company is now generated by artificial intelligence and reviewed by engineers afterward. That share was 25 percent in October 2024.

Updated Apr 26