Global Scans · Microsoft · Weekly Summary

• [New] Microsoft will update Office apps next week to let users disable a persistent floating Copilot button in Word, Excel, and PowerPoint. AI-Weekly
• [New] Industry leaders such as NVIDIA, Microsoft, Alphabet, IBM, Amazon, Meta, AMD, OpenAI, Anthropic, and Oracle are expected to play a critical role in defining the next generation of intelligent enterprise ecosystems. Spherical Insights
• [New] Microsoft AI chief predicts rapid automation of white-collar work. MarketingProfs
• [New] Helion Energy, one of the world's best-funded private fusion companies, is building what it calls Orion: a machine it says will become the world's first fusion power plant, delivering 50 megawatts of electricity to Microsoft data centers by 2029. Scientific American
• [New] A firm like Microsoft benefits from switching costs because once businesses integrate software deeply into their workflows, migrating away becomes expensive and disruptive. investing.com
• [New] Microsoft is positioning research into MDASH as part of an overarching approach to turn AI-powered vulnerability research into scalable, production-grade security engineering. Campus Technology
• [New] Microsoft identified around 8.3 billion email-based phishing threats in the first quarter. igor'sLAB
• [New] Microsoft has confirmed a vulnerability in on-premises Exchange Server that could result in surprise script execution in victims' browsers. theregister
• [New] Recently, the biggest manufacturers of laptops and phones, including Microsoft, Samsung and Dell, started putting up prices and pulling cheaper models - which is going to make finding budget phones and laptops under £400 much harder. The Guardian
• [New] Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend $805 billion in capital expenditures in 2026, up from its prior $765 billion estimate. Yahoo Finance
• [New] Microsoft, Palantir, Oracle, Siemens, Goldman Sachs, Dow Chemicals and many more will appear to Iran as an orchard of low-hanging fruit worth hundreds of billions of dollars. Pearls and Irritations
• [New] Azure AI services and the rapid adoption of Microsoft 365 Copilot are expected to drive earnings growth in excess of 20% in 2026. Letko, Brosseau & Associates
• 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
• 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
• 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
• Microsoft is preparing organizations for a future where AI Agents will be embedded deep within workflows, collaboration systems, and business operations. Fusion Solution
• 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
• 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
• Microsoft will work with U.S. government scientists to test AI systems in ways that probe unexpected behaviours. Insurance Journal
• 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

Last updated: 31 May 2026