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Microsoft

Microsoft is the Redmond, Washington company behind Windows, Microsoft 365, the Azure cloud and the Copilot assistant. In AI it plays three roles at once: it builds and sells agents such as Copilot and Autopilot, it designs its own AI chips for Azure, and it is one of OpenAI's largest shareholders.

14 stories · updated Oct 29

Key facts

Checked Oct 13
Founded
1975
Satya Nadella named CEO
February 4, 2014
Copilot rebuilt with Home, Code and Autopilot
September 25, 2026
Maia 300 AI accelerator unveiled
October 12, 2026; deployments from 2027
Stake in OpenAI Group PBC (per OpenAI, Oct 2025)
~27%

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Latest on Microsoft

Industry · NewsMicrosoft earnings: AI capex of $45.2 billion, Azure up 48%, and a 2026 spending view trimmed to about $170 billionMicrosoft's earnings for the September quarter, reported October 28, 2026: revenue of $92.3 billion, Azure growth of 48%, AI capex of $45.2 billion including finance leases, and a calendar 2026 spending view of about $170 billion after third-party capacity delays. What Microsoft said about OpenAI and its buyout offer.·6 min readProducts · AnalysisSteam's AI-generated games policy, and what Valve, Microsoft and Epic actually said about AI clones, 'AI slop' and the 'AI is theft' fightSteam's AI-generated games policy asks developers to disclose AI content that ships in a game or is generated while it runs; tools used only for efficiency don't count. One count puts a third of 2026 Steam releases under that label. What Valve told developers worried about AI clones on October 27, 2026, and why Kotaku argues Microsoft and Epic now treat AI copies of their games as theft.·8 min readIndustry · NewsMicrosoft buyout package: about 60,000 employees offered a voluntary exit on standard severance terms, with a December deadlineMicrosoft's buyout package, announced to staff on October 26, 2026, is open to about 60,000 employees in the US, Canada, the UK and India, roughly a quarter of its workforce. It matches standard severance, runs to the first week of December, and doesn't rule out layoffs. What's in it, who qualifies, and how it connects to AI spending.·6 min readResearch · AnalysisMicrosoft MAI-DxO in Science: what the 83% vs 36% result against doctors on hard cases shows, and what it doesn'tMicrosoft's MAI-DxO study in Science, published October 22, 2026, reports 83% diagnostic accuracy on hard New England Journal of Medicine cases against 36% for generalist physicians using textbooks and the internet. How the benchmark works, who the doctors were, what the cost figures mean, and the questions the result leaves open.·7 min readProducts · CompareChatGPT vs Microsoft Copilot (October 2026): plans, prices, models, Microsoft 365 integration and which to pickChatGPT vs Copilot in October 2026: ChatGPT Plus costs $20 a month; Microsoft bundles Copilot into Microsoft 365 from $9.99, with Premium at $19.99 and a new $99.99 Pro plan. Models, Office integration, business pricing and data protection, from both companies' own pages.·Checked Oct 23Developers · NewsStorm-0940 and ARTEX: what's confirmed about the ConnectWise Cloud Backup breach, and what the 2,250 Microsoft 365 tenants figure really meansMicrosoft says Storm-0940, a China state-aligned group, was behind the ConnectWise Cloud Backup compromise and used ARTEX, an AI agent framework, to try sign-ins at more than 2,250 Microsoft 365 tenants. That figure counts attempts, not breaches. What Microsoft, ConnectWise, Huntress and others have confirmed, and what to check.·6 min readIndustry · NewsOpenAI models on Google Cloud: GPT-6 Astra, 6.1 Sol and Luna enter private preview, and what it means for MicrosoftThe OpenAI Google Cloud deal, announced October 21, 2026, puts GPT-6 Astra, GPT-6.1 Sol and GPT-6 Luna in Google's Model Garden in private preview, billed through Google Cloud Marketplace, with Codex inference to follow. It's possible because Microsoft's license to OpenAI's models became non-exclusive in April.·5 min readResearch · NewsKLS conjecture proof: three papers claim the 31-year-old problem, and what AI did in eachThe KLS conjecture proof arrived in early October 2026 from more than one team. Microsoft's Xinzhi Zhang and Zhao Song credit a human-directed AI agent search; Bizeul, Klartag and Lehec say most of their proofs were found by ChatGPT. None is peer reviewed yet.·6 min readIndustry · NewsMicrosoft pulls out of Nscale's Essex AI data center: what happened at Loughton, and what it means for Nscale's IPOMicrosoft has ended its agreement to anchor Nscale's planned AI data center in Loughton, Essex, after grid officials reportedly said power wouldn't arrive until the 2030s. Microsoft says the decision 'relates to a single site'; Nscale says it will still build. Here's what was planned, what each side said and how it touches Nscale's IPO.·6 min readDevelopers · NewsMicrosoft October 2026 Patch Tuesday: a record 1,400+ CVEs, one exploited Windows Shell zero-day, and what to patch firstMicrosoft's October 2026 Patch Tuesday, released October 13, fixed more than 1,400 CVEs by the count in Microsoft's Security Update Guide, the first four-digit monthly release and a record for the second month running. One Windows Shell bug is under active attack and on CISA's KEV list, and one of its credited finders used Claude.·5 min read

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