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...
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...
ai training
ai wan
aitech
carbon-free energy
closed-loop cooling
cloud computing
data center design
data centers
distributed training
energy
exabyte storage
fairwater
fiber networking
frontier ai
gb200
gb200 nvl72
gpu
gpu clusters
green cooling
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hyperscalers
infiniband
infrastructure
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liquid cooling
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microsoftmicrosoft azure
model training
nvidia
nvidia blackwell
nvidia gb200
nvlink
nvswitch
openai
security governance
supply chain risks
sustainability
sustainable energy
water usage
workforce development
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...
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...
backup
cloud pc
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esu
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windows 10
windows 10 22h2
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windows 365
windows lifecycle
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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...
backup and migration
chromeos flex
consumer reports
cybersecurity
e-waste
end of support
esu
extended security updates
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lifecycle policy
linux
microsoft
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windows 10
windows 10 end of support
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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...
a2a protocol
agent system of record
ai
asor
auditability
azure ai
copilot
cost center
cross-vendor interoperability
entra id
iam
identity governance
mcp protocol
microsoft
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workday
zero trust
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...
blackwell ultra
britain
coreweave
data centers
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grace-blackwell
hpc
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microsoft
nscale
nvidia
onshore ai
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stargate
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...
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...
a2a protocol
agent sprawl
ai
asor
auditability
azure ai
copilot
entra id
iam
identity management
microsoft
model context protocol
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workday
zero trust
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...
Microsoft’s latest Windows 11 Insider builds are shipping a new, full-screen renewal prompt aimed at lapsed Microsoft 365 subscriptions — an eye-catching SCOOBE (Second‑Chance Out‑of‑Box Experience) screen that insiders and early reports describe as a full‑screen nag to renew rather than a...
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...
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...
consumer esu
consumer reports
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secure boot
security updates
tpm 2.0
windows 10
windows 10 end of support
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windows backup
The House of Representatives has quietly moved from prohibition to adoption: according to an Axios briefing shared with reporters, the House will begin rolling out Microsoft Copilot for members and staff as part of a broader push to modernize the chamber and integrate artificial intelligence...
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rbac
records management
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red team testing
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us house
workflow automation
Microsoft’s latest Copilot wave tightens two threads that have run through its product roadmap all year: push AI into everyday work for specific job roles, and make it easier for developers and IT teams to build, test, govern, and connect those assistants to the systems that power enterprise...
agent inventory
agent store
copilot
copilot-studio-kit
crm
dynamics 365
enterprise ai
erp
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microsoft
model context protocol
outlook
power-cat
sales
security
services
teams
VLink has announced that it has earned the Microsoft Solutions Partner designation for Digital & App Innovation (Azure), a formal recognition that positions the company as a validated provider of cloud‑native application development, application modernization, and DevOps‑led delivery on...
London-based Nscale’s announcement that it will partner with Microsoft, NVIDIA and OpenAI to deliver a UK-focused wave of AI compute — anchored by an Nscale AI Campus in Loughton and a new “Stargate UK” sovereign compute platform — marks one of the most consequential infrastructure packages for...
ai infrastructure
blackwell ultra
data residency
energy efficiency
grace-blackwell
liquid cooling
microsoft
nscale
nvidia
onshore-gpu
openai
sovereign compute
stargate
Microsoft has pledged a record-breaking £22 billion to the United Kingdom over the next four years in a sweeping commitment to build cloud and AI infrastructure, expand operations, and anchor advanced AI compute inside the country — a package the company says will “power the AI future” in...
ai compute sovereignty
ai ecosystem
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aiinuk
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microsoftmicrosoft investment
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vodafone
VLink today announced it has achieved the Microsoft Solutions Partner designation for Digital & App Innovation (Azure) — a formal recognition that positions the company as a validated provider of cloud-native application development, application modernization, and DevOps-led delivery on...
Windows 10 will stop receiving free security fixes on October 14, 2025 — and if your PC can’t take the free Windows 11 upgrade, you have five realistic paths forward: enroll in Extended Security Updates (ESU), buy or rent a new Windows 11 PC (including cloud PCs), perform an unsupported upgrade...
22h2
active directory
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august 2025
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