Global Scans · Microsoft · Weekly Summary

• [New] Microsoft predicts that organizations will be forced to confront something more fundamental: whether they can embrace the change that AI agents bring as they take on increasingly prominent roles in the workplace. Techzine Global
• [New] Microsoft says it will spend $7.5 billion over the next two years to build new digital and artificial intelligence infrastructure in Canada-infrastructure that the United States tech giant claims will support Canadian digital sovereignty. Sophic Capital
• [New] Google, Amazon, Microsoft and Meta will spend more than $400bn on data centers in 2026, on top of more than $350bn in 2025, as they battle for supremacy in artificial intelligence. McAlvany Financial Group
• [New] Firms like NVIDIA, with its dominance in AI accelerators, Microsoft through its Azure AI services and OpenAI investments, and Google with its extensive AI research and cloud offerings, are seeing their valuations soar based on the transformative potential of AI. FinancialContent
• [New] Companies such as NVIDIA, Microsoft, and Meta Platforms are being priced based on future AI potential, sparking concerns about an AI bubble. FinancialContent
• [New] If Microsoft or Google simply adopt AAIF standards and bundle them, niche players might struggle unless they offer clear value-add. IntuitionLabs
• [New] Companies heavily invested in AI, like Nvidia and Microsoft, will need to continuously innovate and demonstrate real-world applications to maintain investor confidence. FinancialContent
• [New] Companies like Microsoft and Alphabet that integrate AI into their products and services are expected to see continued growth. FinancialContent
• [New] In two years, they expect the center of gravity to flip, with tools like Microsoft Agent 365 acting as the hub where human goals and agent capabilities actually meet. Binary Verse AI
• [New] Microsoft will provide in-country data processing for Microsoft 365 Copilot interactions in 15 countries over the next two years, in a move aimed at enhancing local control and regulatory compliance for customers in government and highly regulated industries. IT Brief Asia
• The four-year spending plan starts in 2026 and would give Microsoft the largest cloud-computing presence in India. Just Security
• Competitive dynamics: Rival investments from Microsoft, Google, and Amazon will accelerate availability of inference and training capacity, but they will also intensify rivalry for enterprise customers and talent. News, Events, Advertising Options
• Immediate commercial effect: Expect Indian enterprises and public-sector bodies to accelerate AI pilots with Microsoft as they leverage localized compute and skilling programs. News, Events, Advertising Options
• Major global and Indian tech companies (Meta, Google, Apple, Microsoft, Amazon) expected to be classified as SDFs. User's blog
• Anthropic is scaling its Claude AI model on Microsoft Azure, powered by NVIDIA, which will broaden access to Claude and provide Azure enterprise customers with expanded model choice and new capabilities. RTInsights
• Investors will closely scrutinize the return on investment from the massive AI expenditures by major hyperscalers like Microsoft, Alphabet, and Amazon, as any indication of misallocated capital could further depress their valuations. Financial Advisors
• Microsoft has patched an actively exploited privilege elevation vulnerability in the Windows Cloud Files Mini Filter Driver. BleepingComputer
• The primary artificial intelligence hyperscalers - Alphabet, Amazon, Meta, Microsoft, and Oracle - are projected to spend $520 billion to build out AI infrastructure in 2026, potentially 30% above 2025 levels. The Plan Advocate
• Microsoft agreed to provide Anthropic with a 1 GW supercomputer cluster, powered by tens of thousands of NVIDIA GB300 GPUs, under a deal that will see Microsoft and NVIDIA invest up to $15 B to support Anthropic's training roadmap. Guide to AI
• AI-startup Anthropic said it will spend $30 billion with Microsoft and, in turn, Microsoft and Nvidia will invest billions in Anthropic. CNBC
• Google Meta, Microsoft, and Amazon are pledging even more money in 2026. Wired

Last updated: 21 December 2025