Global Scans · Microsoft · Weekly Summary

• [New] With AI turbo-charging demand, strong Government support and the recent announcement of £38 billion in investment by the likes of Google, Microsoft, Nvidia and Blackrock, there's little doubt that data centers represent a major opportunity for investors in and operators of UK infrastructure. Travers Smith
• [New] Capital expenditure plans exceeding $380 billion for AI infrastructure buildouts in 2025, with Microsoft, Amazon, Meta, and Alphabet all substantially increasing their spending forecasts. BearNetAI - Bytes to Insights
• [New] In 2026, the hyperscalers - including Alphabet, Amazon, Meta, Microsoft, and Oracle - are expected to boost AI-related capital expenditures to $520 billion - a 30% increase from 2025. Ascendus Financial Advisors
• [New] Nvidia and Microsoft announced yesterday that they will invest $15 billion in Anthropic, with Anthropic committing to buy up $30 billion of computing capacity from Microsoft Azure running on Nvidia AI systems. Just Security
• [New] Microsoft plans to invest $10 billion in artificial intelligence infrastructure at a data center in Portugal's port city of Sines over the next few years. Last Week in ConTech
• [New] Microsoft will double its data center footprint over the next two years. Last Week in ConTech
• [New] Companies like Meta, Microsoft, and emerging providers offer turnkey solutions that reduce implementation risk while providing clearer pathways to value realization. Futurist Speaker on AI Leadership, Future of Work, Futu
• [New] Companies like Apple, Microsoft, and Amazon, while fundamentally strong, could see their share prices pressured as higher interest rates diminish the present value of their future cash flows and increase borrowing costs. Valley City Times-Record
• [New] Microsoft has officially launched Visual Studio 2026, introducing major speed boosts, a redesigned interface, and AI-powered developer tools that redefine productivity and code creation. Vavoza
• [New] Microsoft, which is partnering with OpenAI, plans to increase its spending beyond $80bn in 2026 as it builds new AI infrastructure across the US. City AM
• [New] Through FIDO2 security keys, Windows Hello for Business, and Microsoft Authenticator app sign-ins, Entra External ID helps enterprises reduce password-related risks while maintaining compliance and governance. Descope
• [New] Microsoft is rolling out a high-end generative AI system specifically built for scientific and academic research - and Princeton's New Jersey AI Hub will be one of only two global pilot locations. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] Microsoft has pledged to become carbon negative by 2030 as part of its effort to use AI as a tool to address environmental issues. TheNewzAI
• [New] Hyperscalers such as Microsoft, Google, Meta, and Amazon are projected to invest $320 billion in 2025 into AI-related technologies and infrastructure, a substantial 40% increase from the previous year. FinancialContent
• [New] The top 4 American AI spenders alone (Google, Amazon, Meta, and Microsoft) plan to spend $420 billion on infrastructure in 2026. Technocracy News
• [New] Microsoft confirmed a ~27% equity stake in OpenAI that's worth ~ $135 B, extended IP rights through 2032, and commitments for roughly $250 B of future OpenAI spending on Azure. Air Street Press
• [New] Microsoft plans to invest over USD15bn in the UAE by end-2029 to expand its AI and cloud infrastructure, a move secured with US export licenses for advanced Nvidia chips. Nasser Saidi & Associates
• [New] Microsoft 365 Copilot Search will soon deliver more accurate, context-aware, and actionable responses to natural language queries by using semantic search, organizational context, and deep integration with Microsoft 365 data. TECHCOMMUNITY.MICROSOFT.COM

Last updated: 23 November 2025