Satya Nadella

Money Moves

Directing company-wide capital toward AI

Microsoft cut about 4,800 jobs on Monday, most of them in its Xbox gaming division. It also let go of four studios it had spent years buying: Compulsion Games, Double Fine, Ninja Theory, and Undead Labs.

Updated Jul 7

New Capabilities

Confirmed Windows on Arm for RTX Spark and announced Surface Laptop Ultra as Microsoft's first RTX Spark device

On June 1 in Taipei, Nvidia CEO Jensen Huang unveiled what the company is calling the RTX Spark Superchip, a 20-core Arm processor co-designed with MediaTek carrying a Blackwell GPU with 6,144 CUDA cores. Microsoft confirmed Windows on Arm support the same morning. ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI committed to shipping RTX Spark laptops this fall, with Acer and GIGABYTE announced as follow-on brands.

Updated Jun 16

New Capabilities

Announced Windows as an AI agent platform at Build 2026, shipped Scout, and unveiled Project Polaris to replace OpenAI's models inside GitHub Copilot

OpenAI's Codex can now see and click inside Windows applications, a capability Anthropic's Claude has offered since October 2024. Microsoft joined them at Build 2026 in early June, launching its own Windows Agent Framework as open-source software and introducing Scout, an always-on background agent for Microsoft 365.

Updated Jun 8

Money Moves

Largest single buyer of Nvidia GPUs

Nvidia reported Q1 fiscal-2027 revenue of $81.6 billion on May 20, beating Wall Street's $78 billion consensus by $3.6 billion. Data center revenue hit $75 billion, up 92% from a year earlier. The company guided Q2 to $91 billion, above the $85 billion estimate, but the stock closed down 1.8% the next day as analysts said the beat was already priced in.

Updated Jun 3

New Capabilities

Driving the agent-platform pivot

For 40 years, an operating system was a passive surface: apps ran on it, users clicked through it, and the OS arbitrated memory and files. On June 2, 2026, Microsoft moved Windows out of that role. At Build in San Francisco, CEO Satya Nadella and Windows chief Pavan Davuluri announced a system-level runtime that hosts AI agents the way Windows once hosted.exe files.

Updated Jun 2

Money Moves

Oversees Copilot pricing as part of Microsoft's AI strategy

For four years, GitHub Copilot users paid a flat fee for as many AI suggestions as they wanted. On June 1, that ended. Every paid tier — Pro, Pro+, Business and Enterprise — now bills by tokens consumed, with projected monthly bills for heavy users jumping from $29 to several hundred dollars.

Updated Jun 1

New Capabilities

Led Microsoft's first-ever voluntary retirement program as the company pivots engineering headcount toward AI

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

Updated May 31

Rule Changes

Leading company's Secure Future Initiative

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 May 27

Money Moves

Q1 FY2026 beat expectations: Azure 40% growth beat 37% guidance; disclosed $250B incremental OpenAI Azure contract; Fairwater 2GW Wisconsin facility announced; managing $3.1B quarterly net losses from OpenAI investment

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 May 26

Built World

Anchor buyer for the nuclear-AI build-out

A reactor small enough to fit on a flatbed truck started trading on the Nasdaq on Tuesday. Hadron Energy raised about $31 million in the deal, though it hasn't built a reactor yet. It now has to convince regulators, utilities, and AI hyperscalers that its 10-megawatt Halo design can produce power by the end of the decade.

Updated May 26

Money Moves

Largest single shareholder in OpenAI Group PBC

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 May 22

Rule Changes

First tech executive 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

New Capabilities

Betting $27% stake on OpenAI while redefining AGI as economic growth

OpenAI's GPT-5 dropped August 7, 2025, completing AI's shift from chatbots that string words together to systems that think through problems step-by-step. Google DeepMind's models won the International Math Olympiad by solving problems only five humans cracked, as Anthropic's Claude, Meta's Llama, and every major AI lab raced to build reasoning models.

Updated May 19