Global Scans · Microsoft · Weekly Summary

• [New] The four-year spending plan starts in 2026 and would give Microsoft the largest cloud-computing presence in India. Just Security
• [New] Competitive dynamics: Rival investments from Microsoft, Google, and Amazon will accelerate availability of inference and training capacity, but they will also intensify rivalry for enterprise customers and talent. News, Events, Advertising Options
• [New] Immediate commercial effect: Expect Indian enterprises and public-sector bodies to accelerate AI pilots with Microsoft as they leverage localized compute and skilling programs. News, Events, Advertising Options
• [New] Major global and Indian tech companies (Meta, Google, Apple, Microsoft, Amazon) expected to be classified as SDFs. User's blog
• [New] Anthropic is scaling its Claude AI model on Microsoft Azure, powered by NVIDIA, which will broaden access to Claude and provide Azure enterprise customers with expanded model choice and new capabilities. RTInsights
• [New] Investors will closely scrutinize the return on investment from the massive AI expenditures by major hyperscalers like Microsoft, Alphabet, and Amazon, as any indication of misallocated capital could further depress their valuations. Financial Advisors
• [New] Microsoft has patched an actively exploited privilege elevation vulnerability in the Windows Cloud Files Mini Filter Driver. BleepingComputer
• The primary artificial intelligence hyperscalers - Alphabet, Amazon, Meta, Microsoft, and Oracle - are projected to spend $520 billion to build out AI infrastructure in 2026, potentially 30% above 2025 levels. The Plan Advocate
• Microsoft agreed to provide Anthropic with a 1 GW supercomputer cluster, powered by tens of thousands of NVIDIA GB300 GPUs, under a deal that will see Microsoft and NVIDIA invest up to $15 B to support Anthropic's training roadmap. Guide to AI
• AI-startup Anthropic said it will spend $30 billion with Microsoft and, in turn, Microsoft and Nvidia will invest billions in Anthropic. CNBC
• Google Meta, Microsoft, and Amazon are pledging even more money in 2026. Wired
• Chatter about an AI bubble has been everywhere lately, and top tech companies like Google, Meta, and Microsoft have doubled down on their AI investments for 2026. Wired
• Microsoft cloud gross margin is expected to be 66% and fall Y/Y due to continued AI investments. Stock Market Nerd
• Microsoft Copilot will be the first content buyer in the new PCM. Press Gazette
• Microsoft Azure absorbed what researchers called a record-scale DDoS event; cloud-scale attacks are now a systemic risk for digital infrastructure. News, Events, Advertising Options
• Mass adoption of Worldcoin's identity system, regulatory approval in major markets, and successful partnerships with companies like Microsoft or Google could propel WLD toward $10. CryptoRank
• Microsoft and Nvidia are putting US$ 15 billion into Anthropic, which in turn will spend US$ 30 billion on Azure capacity. Sophic Capital
• Microsoft Corp. just launched its first AI superfactory - an advanced infrastructure initiative with the potential to reshape the future of artificial intelligence and cloud computing. investing.com
• Critically, OpenAI has contracted to purchase an incremental $250 billion of Azure services, though Microsoft will no longer have a right of first refusal to be OpenAI's compute provider. InsuranceIndustry.AI
• Like Google, Microsoft, Amazon, and Meta all claim they are going to ramp up their capital expenditures in an effort to build out the future of computing (cumulatively, Big Tech is expected to spend $400 billion in the next twelve months). Gizmodo
• An AI Growth Zone will be established in South Wales, with companies such as Microsoft and Vantage Data Centers contributing to the £10 billion investment set to unlock 5,000 jobs. FinExtra
• The UK could become an AI superpower, whilst reports suggest that OpenAI, Microsoft and Google are all expanding their UK presence. Verdict

Last updated: 14 December 2025