Global Scans · Microsoft · Weekly Summary

• [New] 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 $10. CryptoRank
• [New] Microsoft and Nvidia are putting US$ 15 billion into Anthropic, which in turn will spend US$ 30 billion on Azure capacity. Sophic Capital
• [New] 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
• [New] 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
• [New] 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
• [New] 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
• [New] The UK could become an AI superpower, whilst reports suggest that OpenAI, Microsoft and Google are all expanding their UK presence. Verdict
• [New] Meta, Google, and Microsoft all have 2030 carbon-negative or net-zero commitments, but they are also racing to build the biggest AI models that require the most energy-hungry infrastructure. The Tech Buzz
• [New] A custom AI device could, if it materializes, provide a direct channel to consumers that does not depend on Microsoft or Apple or Google's platforms. SiliconSnark
• [New] Microsoft has invested in AI for Earth initiatives, supporting projects that use AI to address environmental challenges, including food security. The Chronicle-Journal
• [New] With AI turbo-charging demand, strong Government support and the recent announcement of £38 billion in investment by the likes of Google, Microsoft, Nvidia and Blackrock, there's little doubt that data centers represent a major opportunity for investors in and operators of UK infrastructure. Travers Smith
• [New] Capital expenditure plans exceeding $380 billion for AI infrastructure buildouts in 2025, with Microsoft, Amazon, Meta, and Alphabet all substantially increasing their spending forecasts. BearNetAI - Bytes to Insights
• [New] In 2026, the hyperscalers - including Alphabet, Amazon, Meta, Microsoft, and Oracle - are expected to boost AI-related capital expenditures to $520 billion - a 30% increase from 2025. Ascendus Financial Advisors
• [New] Nvidia and Microsoft announced yesterday that they will invest $15 billion in Anthropic, with Anthropic committing to buy up $30 billion of computing capacity from Microsoft Azure running on Nvidia AI systems. Just Security
• [New] Microsoft plans to invest $10 billion in artificial intelligence infrastructure at a data center in Portugal's port city of Sines over the next few years. Last Week in ConTech
• [New] Microsoft will double its data center footprint over the next two years. Last Week in ConTech
• [New] Companies like Meta, Microsoft, and emerging providers offer turnkey solutions that reduce implementation risk while providing clearer pathways to value realization. Futurist Speaker on AI Leadership, Future of Work, Futu
• [New] Companies like Apple, Microsoft, and Amazon, while fundamentally strong, could see their share prices pressured as higher interest rates diminish the present value of their future cash flows and increase borrowing costs. Valley City Times-Record
• [New] Microsoft has officially launched Visual Studio 2026, introducing major speed boosts, a redesigned interface, and AI-powered developer tools that redefine productivity and code creation. Vavoza

Last updated: 30 November 2025