Global Scans · Microsoft · Weekly Summary

• [New] Microsoft, Oracle, Google, Amazon, and Meta alone are spending hundreds of billions on AI infrastructure that will approach $1.1 trillion by 2027. / USA investing.com
• [New] The five largest hyperscalers (Amazon, Microsoft, Google, Meta, and Oracle) are projected to spend a combined $755 billion on capital expenditures in 2026 (Goldman Sachs consensus), an 83% year-over-year increase. NAND Research - A New Kind of Technology Research & Adv
• [New] The five largest hyperscalers (Amazon, Alphabet, Microsoft, Meta, and Oracle) are collectively forecasted to exceed $600 billion in capital expenditure by the end of 2026, with roughly $450 billion allocated directly to AI infrastructure (servers, GPUs, data centers, and cooling systems). Svitla Systems
• [New] Microsoft is preparing organizations for a future where AI Agents will be embedded deep within workflows, collaboration systems, and business operations. Fusion Solution
• [New] As organizations increasingly deploy AI agents across workflows and cloud platforms, Microsoft is focusing on providing a central hub for administrators to monitor, assess risks, and maintain operational controls. Fusion Solution
• [New] Alphabet, Amazon, Meta and Microsoft, plan to spend as much as $725 billion in 2026 on capital expenditures and significantly more in 2027. Los Angeles Times
• [New] Microsoft will work with U.S. government scientists to test AI systems in ways that probe unexpected behaviours. Insurance Journal
• [New] Organizations using Microsoft Entra ID should inventory password reset methods now, because security questions are headed for retirement and weak recovery paths will become harder to justify. Windows Forum
• [New] Microsoft indicated higher component prices, including memory, will add $25 billion to its full-year capital spending commitment, bringing its total to approximately $190 billion. NAND Research - A New Kind of Technology Research & Adv
• [New] PDFs and Microsoft Office documents remain a dominant risk because they are ubiquitous across departments and often posted in formats that screen readers cannot interpret. New York State Bar Association - NYSBA
• [New] Security technology providers like Abnormal AI and Microsoft may find increased opportunities to offer advanced Zero Trust solutions aligned with federal modernization efforts. Govly
• By 2028, Microsoft projects there will be 1.3 billion AI agents running across the global economy. Orbilon Technologies
• Microsoft researchers found a serious vulnerability in EngageLab's EngageSDK, a third-party Android software development kit used in crypto-wallet apps for messaging and push notifications. Tech Startups - Tech News, Tech Trends & Startup Fundin
• Microsoft researchers found a campaign that abuses WhatsApp attachments to sneak a script onto Windows machines which will lead to the attacker gaining remote control. Malwarebytes

Last updated: 24 May 2026