Global Scans · Microsoft · Weekly Summary

• [New] Microsoft has struck a new deal with OpenAI under which it has committed to $250 billion of compute capacity through 2032, and also signed a deal with Anthropic for $30 billion of compute capacity. Medium
• [New] Strategically, big tech players like Microsoft Corp. are expected to double down on Azure Quantum, aiming to provide the ubiquitous operating system that bridges the gap between today's developers and tomorrow's quantum hardware. FinancialContent
• [New] Microsoft's Maia 200 announcement demonstrates existential threat to Nvidia's dominance: if hyperscalers successfully internalize AI chip design (Microsoft Maia, Google TPU, Amazon Trainium/Inferentia) while controlling software stack, Nvidia faces disintermediation from largest customers. EverHint Daily Stock Picks, Markets & Sentiment
• [New] Nvidia, Microsoft, and Amazon are reportedly in talks around a potential investment package that could total as much as $60 billion into OpenAI, underscoring how capital-intensive frontier AI has become. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] US-based Helion Energy secured the world's first purchase agreement for nuclear fusion energy in 2023, promising to provide 50 MW of fusion power to Microsoft by 2028. Yahoo Finance UK
• [New] Two major AI data centers that Microsoft is currently building in Georgia and Wisconsin will eventually include thousands of Rubin chips. Wired
• [New] Microsoft, trading near $488.34, has benefited from its massive investments in AI infrastructure, with the Magnificent 7 projected to spend $500 billion on data centers in 2026 alone. The Chronicle-Journal
• [New] The Magnificent 7 - Microsoft, Amazon, Alphabet, Meta, Apple, Nvidia, and Tesla - are expected to spend $500 billion on capex in 2026. investing.com
• [New] OpenAI is expected to hit $70 billion in ARR by 2028, while Anthropic secured $15 billion from NVIDIA and Microsoft according to PitchBook data. Ainvest
• [New] Tech giants such as Google, Meta, Microsoft, OpenAI and Perplexity are pouring billions of dollars into data centers, with analysts predicting that total spending could swell to $1 trillion by the end of the decade. The Indian Express
• [New] Microsoft has used Materials Project data to train materials science models, including its MatterGen generative design system, while Microsoft Azure Quantum leveraged the dataset in battery electrolyte development. Highways Today
• [New] Microsoft is both partnering with smaller, pureplay quantum hardware companies, such as IonQ, and researching a new type of topological architecture that could lead to a more stable and fast qubit. CNBC
• [New] Administrators must rely on their own telemetry to quantify risk; public-facing estimates in media or community posts are speculative unless Microsoft provides explicit telemetry disclosures. Windows Forum
• Microsoft has warned of a multi-stage adversary-in-the-middle phishing and business email compromise campaign targeting multiple organizations in the energy sector. The Hacker News
• Cybersecurity researcher Varonis Threat Labs discovered a critical vulnerability in the Microsoft Copilot Personal application that enabled silent data exfiltration through a method they dubbed Reprompt, potentially allowing hackers to exploit prompting functionality via phishing link. SWK Technologies
• In the artificial intelligence foundation-model ecosystem, Microsoft and NVIDIA together committed $15 billion to large language model developer Anthropic through a mix of equity and long-term compute arrangements that will fund Anthropic's training and deployment ambitions. / China Skadden, Arps, Slate, Meagher & Flom LLP
• Risks of an AI bubble and circular deals involving companies like OpenAI and Microsoft are worrying investors. Moody's Events
• Utilities that operate nuclear units will keep locking in symbiotic power relationships with the largest data-center operators, ranging from Amazon to Microsoft. Prinsights with Nomi Prins
• Microsoft recommends enforcing phishing-resistant MFA for privileged roles in Microsoft Entra ID to significantly reduce the risk of account compromise. Microsoft Security Blog
• Mitigating threats from phishing actors begins with securing user identity by eliminating traditional credentials and adopting passwordless, phishing-resistant MFA methods such as FIDO2 security keys, Windows Hello for Business, and Microsoft Authenticator passkeys. Microsoft Security Blog
• Microsoft Threat Intelligence has observed emails intended to trick organizations into paying fake invoices, potentially leading to financial losses. Microsoft Security Blog
• Experts who reached out to SC Media predict a continued rise in cloud-native intrusions, with ransomware groups targeting platforms like Microsoft 365 directly and using cloud footholds to pivot into on-prem environments. SC Media

Last updated: 01 February 2026