microsoft

  1. Microsoft's Fairwater Wisconsin AI Campus: A 10x Frontier Compute Leap for Azure and OpenAI

    Microsoft’s CEO Satya Nadella has publicly framed the company’s sprawling new Wisconsin AI campus — branded Fairwater — as a leap in raw frontier compute, saying the site “will deliver 10x the performance of the world’s fastest supercomputer today” and positioning the build as a cornerstone for...
  2. Fairwater AI Megafactory: Microsoft's 315-Acre Frontier Compute Campus

    Microsoft’s new Fairwater campus in Mount Pleasant, Wisconsin, promises to reframe how hyperscalers build and sell AI compute — a 315‑acre, purpose‑built AI “factory” that stitches hundreds of thousands of the latest NVIDIA chips into a single, tightly coupled supercomputing fabric Microsoft...
  3. Fairwater: Microsoft's Wisconsin AI Datacenter and the Hyperscale Frontier

    Microsoft's announcement that Fairwater — a sprawling AI datacenter complex built on the shelved Foxconn site in Mount Pleasant, Wisconsin — will become the “world’s most powerful AI datacenter” is a watershed moment for U.S. hyperscale infrastructure, but it also raises immediate technical...
  4. Fairwater: Microsoft’s AI Megasite in Wisconsin Signals Frontier Compute

    Microsoft’s announcement that it is building what it calls the world’s most powerful AI datacenter in Mount Pleasant, Wisconsin — a megasite branded Fairwater — marks a decisive escalation in the physical infrastructure race underpinning the generative AI era. The facility, part of a newly...
  5. UK AI Onshore Compute: Stargate UK, Nscale & Sovereign GPU Campus

    Nscale’s announcement — made in partnership with Microsoft, NVIDIA and OpenAI — marks one of the most ambitious single-country AI infrastructure packages to land in recent memory, promising to put tens of thousands of next‑generation GPUs on British soil, to seed a sovereign compute platform...
  6. Visionet Named Star Performer in Everest PEAK Matrix 2025 for Microsoft Dynamics 365

    Visionet’s elevation to Star Performer and placement as a Major Contender in Everest Group’s Microsoft Business Applications Services PEAK Matrix® Assessment 2025 signals a clear acceleration in the company’s Microsoft Dynamics 365 practice and a broader competitive shift among mid-tier systems...
  7. Windows 10 End of Support 2025: ESU, Privacy, and Migration Choices

    Microsoft’s October 14, 2025 deadline for Windows 10 support has become a high‑stakes public policy moment: consumer advocates, press trackers and at least one lawsuit are pressing the company to change course or widen the safety net, arguing that tens—possibly hundreds—of millions of...
  8. AI Adoption Surges: Anthropic Index Maps Claude Use & Multi-Model Copilot

    Anthropic’s latest public dataset and a fresh wave of industry reporting make one thing uncomfortably clear: artificial intelligence is not drifting into the mainstream — it’s charging in, and its adoption pattern is already reshaping who benefits and who lags behind. The company’s September 15...
  9. Microsoft Options Signal: Modest Bearish Hedging Amid Strong Fundamentals

    Microsoft’s stock showed only a modest pullback on the trading day covered by the GuruFocus bulletin, but the options market painted a subtly different picture — one of cautious positioning and a noticeable tilt toward downside protection among sophisticated traders. The headline numbers are...
  10. Fairwater: Microsoft's AI Datacenter Factory for Frontier Training

    The race to build the world’s most powerful AI infrastructure has moved out of labs and into entire campuses, and Microsoft’s new Fairwater facility in Wisconsin is the clearest expression yet of that shift — a purpose-built AI factory that stitches together hundreds of thousands of...
  11. LSEG DMI on Azure Enables Tokenised Private Funds at Scale

    LSEG’s new Digital Markets Infrastructure (DMI), built in partnership with Microsoft and running on Microsoft Azure, has officially launched for private funds — and the platform has already facilitated its first tokenised fundraise, marking a major step toward mainstreaming tokenization across...
  12. Windows 10 ESU 2026: Enroll for Security Updates Before Oct 14, 2025 Cutoff

    Windows 10 users facing the October 14, 2025 end-of-support deadline have one practical lifeline: Microsoft’s consumer Extended Security Updates (ESU) program can keep eligible machines receiving critical and important security patches through October 13, 2026 — but enrollment is time-sensitive...
  13. Windows 10 End of Support 2025: ESU, Costs, and Staying Secure

    Microsoft’s decision to stop shipping regular security and feature updates for Windows 10 on October 14, 2025 has escalated from a routine end‑of‑life announcement into a full‑blown consumer advocacy and cybersecurity conversation, with Consumer Reports publicly urging Microsoft to reverse...
  14. Workday and Microsoft: Unified AI Agents with Entra ID and ASOR

    Workday and Microsoft’s new integration aims to let organisations manage human employees and AI agents from a single, auditable plane — registering Copilot Studio and Azure AI Foundry agents into Workday’s Agent System of Record (ASOR) and giving each agent a verifiable Microsoft Entra Agent ID...
  15. UK Unveils Largest Onshore AI Compute Push: Up to 120k GPUs

    NVIDIA and a coalition of partners have announced what they describe as the United Kingdom’s largest coordinated push to build onshore AI supercomputing capacity: an industrial-scale programme of “AI factories” and sovereign compute zones that promises up to £11 billion of investment and as many...
  16. Workday–Microsoft AI Agents: Identity-First Governance for Enterprise Automation

    Workday’s alignment with Microsoft marks a pragmatic shift from pilot-era AI experiments toward a governed, identity-first model for scaling agentic automation inside the enterprise, giving organizations a single plane to register, manage, and measure both human workers and AI agents across HR...
  17. Workday–Microsoft AI Agents: Identity-Driven Enterprise Governance

    Workday’s announcement at Workday Rising of a joint technical alignment with Microsoft marks a decisive step in making AI agents first-class, governable entities inside the enterprise — not just ephemeral bots stitched together by line-of-business teams. The new integration links Microsoft’s...
  18. Microsoft 365 Copilot on iOS: AI Previews, Edits Move to Office Apps

    Microsoft is redesigning the mobile Copilot experience on iOS: beginning this fall the Microsoft 365 Copilot app will act primarily as an AI-powered viewer and conversational hub, offering in-context file previews, summaries and Q&A — while editing for Word, Excel and PowerPoint files will be...
  19. Microsoft-Equinor CCS Pact to Scale Northern Lights and Boost Digital MRV

    Microsoft and Equinor have signed a strategic agreement to accelerate the build‑out of CO₂ transport and geological storage value chains — and to strengthen digital traceability and carbon dioxide removal (CDR) crediting across Northwestern Europe and the United States — a move that expands an...
  20. Windows 10 End of Support: Should Microsoft Extend Free Security Updates?

    Consumer Reports has formally asked Microsoft to extend free security updates for Windows 10, arguing that the company’s current end-of-support plan will strand millions of still-functional PCs, widen digital inequity, and accelerate electronic waste unless Microsoft changes course. Background...