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$MSFT

44 developments in the last 30 days and 62 calls that name it.

News and context about developments that touch this company. Not investment advice.

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Last 30 days

Microsoft says AI agents are like insider threats as ‘frontier models can’t be trusted’Microsoft says enterprises should monitor AI agents the way they monitor insider threats, which points to a growing market for agent security tools. TechCrunch AI · 2026-10-20 MSFT
Microsoft pulls out of Nscale UK datacentre planMicrosoft dropped plans to lease capacity at Nscale's planned UK datacentre, which was set to be the country's largest. Finextra · 2026-10-20 MSFT
Microsoft unveils tools to monitor and corral rogue AI agentsMicrosoft launched tools that score each AI agent's risk and can block it, require human sign-off or shut it down, confirming demand for agent governance. GeekWire · 2026-10-20 MSFT
The AI Wealth ProblemMentions a major OpenCode security breach and Microsoft cancelling a UK data-centre deal. The AI Daily Brief · 2026-10-20 MSFT
The Most Important AI News This Week Is Getting OverlookedMicrosoft's MAI Base 2 and Meta's Muse Spark Open could change how businesses customize and pay for AI, alongside Anthropic's embedded safety evaluators and Cognition's performance-based token budgets. The AI Daily Brief · 2026-10-19 MSFT META
Microsoft cancels its deal with Nscale to serve as the anchor tenant and rent 23K Nvidia AI chips at a planned data center facing repeated delays in Essex, UK (James Titcomb/Telegraph)Microsoft cancelled its deal to rent 23,000 Nvidia chips as anchor tenant at Nscale's repeatedly delayed Essex data center, which threatens Nscale's planned listing. Techmeme · 2026-10-18 MSFT
UK competition regulator targets Microsoft's business software grip - ReutersThe UK CMA is targeting Microsoft's grip on business software. Reuters · 2026-10-17 MSFT
Proof-based general-purpose computing with MagnetarMicrosoft Research's Magnetar makes general-purpose ZK proofs faster and usable with standard languages. Microsoft Research · 2026-10-17 MSFT
AWS, Microsoft can do more to address cloud services barriers, UK competition watchdog says - ReutersThe UK competition watchdog says AWS and Microsoft can do more to remove barriers in cloud services. Reuters · 2026-10-17 AMZN MSFT
Microsoft unveils MAI-Base-2, a MoE model with 2.8T total and 80B active parameters, claiming 4x-12x more pretraining FLOPs-efficiency than DeepSeek-V4-Pro-Base (Microsoft AI)Microsoft unveiled MAI-Base-2, a 2.8T-parameter mixture-of-experts model that it says is 4 to 12 times more efficient to pretrain than DeepSeek-V4-Pro-Base. Techmeme · 2026-10-16 MSFT
UK competition regulator targets Microsoft’s business software gripThe UK competition regulator is targeting Microsoft's grip on business software. Investing.com · 2026-10-16 MSFT
AWS, Microsoft can do more to address cloud services barriers, UK competition watchdog saysThe UK competition watchdog says AWS and Microsoft can do more to make switching cloud providers easier. Investing.com · 2026-10-16 AMZN MSFT
Microsoft CEO Satya Nadella Just Shared Bad News for Nvidia and Great News for This Rival ChipmakerMicrosoft revealed its next-generation Maia custom AI chips, a threat to Nvidia. Nasdaq · 2026-10-16 MSFT NVDA
Microsoft has a new machine learning tool to improve weather forecastsMicrosoft says a new, low-cost machine learning method makes weather forecasts 2–6 weeks ahead more accurate. The Verge AI · 2026-10-15 MSFT
Microsoft and Japan took down a cybercrime network behind over a billion scam messagesMicrosoft and Japan's police took down a marketplace behind over a billion phishing scam texts. The Verge · 2026-10-15 MSFT
Microsoft’s wild ride: Stock hits new record after a year of ups and downsMicrosoft stock hit a record above $4T in market value after Azure grew 43%. GeekWire · 2026-10-15 MSFT
Microsoft makes ‘biggest bet yet’ on its own silicon, unveils new AI chip to reduce reliance on NvidiaMicrosoft's Maia 300 chip, rolling out in 2027, will run most Copilot AI work, cutting its reliance on Nvidia. GeekWire · 2026-10-14 MSFT NVDA
Microsoft releases updates fixing 1,400+ security vulnerabilities, surpassing September's record of 972, which was already ~10x the normal monthly patch load (Brian Krebs/Krebs on Security)Microsoft fixed a record 1,400+ vulnerabilities this month, a sign of how fast flaws are now being found. Techmeme · 2026-10-14 MSFT
Dutch tax authorities cancel Microsoft 365 cloud rollout and turn to open sourceThe Dutch tax authority cancelled its Microsoft 365 cloud rollout and is moving to open source, a sign of European sovereignty concerns. Hacker News · 2026-10-14 MSFT
Microsoft plans to scale its own Maia AI chips to gigawatt levels by 2027Microsoft's Maia 300 chip is claimed to deliver 40% more tokens per megawatt than leading GPU systems and will be deployed at multi-gigawatt scale from 2027, reducing reliance on Nvidia. The Decoder · 2026-10-13 MSFT NVDA
The huge lurking leverage of AI hyperscalersCreditors are scrutinising hyperscalers' hidden liabilities, such as data-centre leases, which is a risk for AI capex funding. FT Markets · 2026-10-13 MSFT AMZN GOOGL META
Microsoft's Maia 300 chip: Can it cut its reliance on Nvidia?Microsoft's Maia 300 chip, built by TSMC, claims 40% more tokens per megawatt and is meant to cut reliance on Nvidia. Yahoo Finance · 2026-10-13 MSFT NVDA TSM
Microsoft unveils its Maia 300 AI chip to cut its reliance on Nvidia | The 8:30Further coverage of Maia 300, along with Satya Nadella's call to slow frontier AI development. Yahoo Finance · 2026-10-13 MSFT NVDA
Simulating student learning for better AI tutoringMicrosoft's StudentSim simulates how students respond to AI tutors, so tutoring tools can be tested and improved before real learners use them. Microsoft Research · 2026-10-13 MSFT
Microsoft unveils its third-gen in-house AI chip, the Maia 300, built on TSMC's N2P process node and aimed at serving as its "primary AI inference system" (Tom Warren/The Verge)Microsoft's Maia 300 inference chip on TSMC N2P, due in 2027, cuts its reliance on Nvidia. Techmeme · 2026-10-12 MSFT NVDA TSM
Microsoft’s Satya Nadella says AI models need an ‘emergency brake’Microsoft CEO Satya Nadella says AI models need an 'emergency brake' and calls for reassessing AI's trust architecture. TechCrunch AI · 2026-10-12 MSFT
Meta & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don’t Bully Your AIMeta and Microsoft are reportedly scaling back their Claude plans and Claude Code downloads are slowing ahead of an Anthropic IPO, which raises concentration risk for model vendors. Big Technology Podcast · 2026-10-12 META MSFT
Microsoft’s new AI chip makes it less reliant on Nvidia’s GPUsMaia 300 is built for reasoning and agentic inference workloads at lower cost. The Verge AI · 2026-10-12 MSFT NVDA
Microsoft to rely more on homegrown AI chips, reducing dependence on NvidiaRelying on its own chips could widen Microsoft's AI margins. CNBC · 2026-10-12 MSFT NVDA
Satya Nadella says we should assume all AI models are ‘compromised’Nadella says all AI models should be treated as potentially compromised insiders. The Verge AI · 2026-10-12 MSFT
Microsoft unveils Microsoft-Decision-1, a fast decision-scoring model trained on Qwen3.5-9B, and says it will soon rebase it on MAI, OpenAI, and other models (Achint Srivastava/Command Line)Microsoft launched Decision-1, a fast decision-scoring model built on Qwen3.5-9B, and plans to rebase it on MAI, OpenAI and other models. Decision models are emerging as their own category. Techmeme · 2026-10-11 MSFT
"Super Intelligence systems" are black boxes that shouldn't be trusted by companies, and strong deterministic systems are needed around their deployment (Satya Nadella/@satyanadella)Microsoft CEO Satya Nadella says superintelligent systems are black boxes and need deterministic guardrails around them, which supports demand for AI control layers. Techmeme · 2026-10-11 MSFT
Vance says Microsoft replaced laid-off workers with foreign hires. Here’s what the visa data showsThe administration has barred Microsoft and seven other firms from sponsoring green cards over claims they favor foreign workers. CNBC · 2026-10-11 MSFT
Microsoft's Decision-1 model enters the fast-growing AI decision model raceMicrosoft's Decision-1 is a 9B model built for fast classification and routing (85 ms), feeding demand for cheap model routers. The Decoder · 2026-10-11 MSFT
Microsoft-Decision-1, our model for fast decision-makingMicrosoft released Microsoft-Decision-1, a model built for fast decision-making. Hacker News · 2026-10-10 MSFT
Microsoft responds to White House immigration crackdown as Trump honors NadellaThe Labor Department suspended Microsoft from the green card sponsorship program used by its foreign workers. GeekWire · 2026-10-10 MSFT
Trump administration is suspending Microsoft from a green card programThe US administration is suspending Microsoft from a green card program, which hits big tech's access to talent. Hacker News · 2026-10-09 MSFT
Agent Lightning v1.0: A 3,500-Line Lightweight Agentic RL Framework for Training Agents with Real HarnessesMicrosoft's Agent Lightning v1.0 is a 3,500-line framework that plugs existing agents into reinforcement-learning training without rebuilding them. Microsoft Research · 2026-10-09 MSFT
NVIDIA, Microsoft Kick Off a New Beginning for Windows PCs With RTX Spark and AI AgentsMicrosoft and NVIDIA are bringing RTX Spark hardware and local AI agents to Windows PCs, letting Copilot read files and take actions on the machine. NVIDIA Blog · 2026-10-09 NVDA MSFT
US suspends Microsoft, major IT firms from key green card programThe US suspended Microsoft and other major IT firms from a key green card program. Hacker News · 2026-10-09 MSFT
Point-Counterpoint: Consumers Will Never Pay for AIConsumer AI payment debate; headlines also report Microsoft and Meta cutting their Claude spending. The AI Daily Brief · 2026-10-09 MSFT META
Meta and Microsoft take steps to reduce employee usage of Claude AIMeta and Microsoft are cutting employee use of Claude, likely for cost or competitive reasons. Hacker News · 2026-10-08 META MSFT
Microsoft releases new Nvidia-chip AI PCs with revamped Windows 11Microsoft released Surface Laptop Ultra AI PCs on Nvidia chips with a revamped Windows 11. TechCrunch AI · 2026-10-08 MSFT NVDA
Microsoft is giving Copilot more control over Windows and your filesMicrosoft's Copilot can now read local files and take actions across Windows, part of its 'Hybrid Intelligence' local-plus-cloud push. The Verge AI · 2026-10-08 MSFT