Global Scans · Microsoft · Weekly Summary

• [New] As discussed in a recent blog (Hyperscaler Capex Continues to Grow), capital expenditures have only accelerated since the DeepSeek news, with Google-parent Alphabet, Microsoft, Amazon, Meta, and Oracle expected to spend $600 billion on AI-related development in 2026. Cimarron Wealth Management, Inc
• [New] In collaboration with CSPs and other global partners, Microsoft and Ericsson will deliver enterprise 5G bundles, starting with Surface Copilot + PCs, Microsoft 365 and Intune, Ericsson Enterprise 5G Connect. Stock Titan
• [New] Signals from hyperscalers (Meta, Microsoft, Alphabet, Amazon, etc.) will indicate multi-year capital expenditure (capex) commitments to GPU clusters versus any pivot to custom application-specific integrated circuits or internal accelerators. IG
• [New] In 2026, AI hyperscalers such as Microsoft and Alphabet are expected to spend a whopping $500+ billion in CAPEX to fuel their AI ambitions. Yahoo Finance
• [New] The UAE partnered with Microsoft and OpenAI and declared it would become the world's first AI-native government by 2027. Get Down and Shruti
• [New] Microsoft, Amazon, Meta, and Alphabet alone are expected to spend more than $600 billion on capital expenditures in 2026. Daily News
• [New] Meta, Microsoft, Amazon, Google and Oracle alone are expected to spend a combined $700 billion in 2026, up from $400 billion last year. Fortune
• [New] The tech titans are all trying to outdo each other by spending eye-watering amounts on capex, the majority of which will go on AI and cloud expansion, but the big four - AWS, Microsoft, Google and Meta - are investing at a different scale. The Register
• [New] Cloud hyperscalers such as Microsoft, Alphabet, and Meta are projected to invest $600 billion in AI-related capital expenditures in 2026 alone. FinancialContent
• [New] Amazon, along with Alphabet Inc., Meta Platforms Inc. and Microsoft Corp., are expected to shell out roughly $650 billion for AI tools in 2026, about 60% more than the prior year. IndexBox Inc.
• [New] The Agentic Inflection: If Microsoft successfully scales autonomous agents, it could unlock a new tier of software revenue by replacing manual white-collar workflows. The Chronicle-Journal
• [New] $100 B R&D investment and ecosystem lock-in with OpenAI/Microsoft create moats, but regulatory risks in China and spending slowdowns pose threats. Ainvest
• [New] Alphabet, Amazon, Meta and Microsoft are projected to spend 650 billion dollars on capital expenditures in 2026, up about 60% year over year. Bits&Chips
• [New] Big Tech firms like Microsoft and Alphabet are now operating under a survival of the biggest mandate, where the cost of failing to invest in AI infrastructure is perceived as far higher than the risk of overspending. FinancialContent
• [New] Google is aiming to pump $180 billion into building and equipping datacenters, while Meta expects capex in the range of $115 billion to $135 billion, and Microsoft is running at a pace that implies $120 billion a year in spending. The Register
• [New] Copilot is becoming more agent-like inside Word, Excel, PowerPoint, and Outlook, and Microsoft is strengthening governance and measurement so adoption can scale with less risk. 2toLead
• [New] Microsoft Purview is positioned as a key layer for managing oversharing risk, understanding how sensitive data is involved in Copilot interactions, and enforcing policies that match an organization's risk posture. 2toLead
• [New] Another attack targeted Microsoft Copilot, showing how prompt injection - a technique where attackers trick AI systems into ignoring safety guidelines - could lead to session hijacking and data theft. Your Site Name
• [New] After establishing contact through Microsoft Quick Assist, threat actors deploy secondary RMM tools and, in severe cases, escalate to Black Basta ransomware. eSentire
• [New] With the ever-evolving nature of cyber threats, staying informed on security patches from Microsoft is not just advisable; it is imperative for maintaining secure computing environments. Wintercorn - UK Joomla! and WordPress Experts
• [New] As a cloud service vulnerability, Microsoft has already deployed fixes across the Azure platform, eliminating the risk without requiring customer action. crowdstrike.com

Last updated: 22 February 2026