Global Scans · Microsoft · Weekly Summary

• [New] Fastest Growing Segment: AI ASICs are the fastest-growing component type, with Omdia forecasting AI ASIC revenue to reach US$ 84.5 billion by 2030 as Google, Amazon, and Microsoft scale proprietary silicon deployments across hyperscale data centers. Persistence Market Research
• [New] Microsoft plans to integrate Databricks' Genie conversational analytics platform into Microsoft 365, enabling natural-language data queries inside productivity tools. Brett Pollak
• [New] Amazon, Microsoft, Google and Meta are expected to spend more than $700bn on AI infrastructure in 2026, while Britain is competing to attract new data centers and computing capacity. City AM
• [New] Microsoft operates at a different scale, detecting approximately 8.3 billion email-based phishing threats in Q1 2026, easing from 2.9 billion in January to 2.6 billion in March after a major infrastructure takedown. PhishEye
• [New] Microsoft has patched a publicly disclosed Windows BitLocker bypass flaw that could allow attackers to gain access to encrypted data. BleepingComputer
• [New] Microsoft has signed a nonbinding letter of intent for compute at a West Virginia data center, which would be powered by off-grid gas that could emit more than 11 million tons of greenhouse gases. Wired
• Microsoft will invest billions of dollars in infrastructure supporting Mistral's AI expansion across Europe while broadening distribution of the French company's models through Azure, Foundry, Copilot Studio, and Azure Local. MarketingProfs
• Microsoft detected approximately 7.6 billion email-based phishing threats throughout the quarter, with monthly volumes declining modestly from 2.7 billion in April to 2.4 billion in June. Microsoft Security Blog
• Microsoft says it will help three million Australians build AI-related workforce skills by 2028. Tech Insider
• Microsoft holds the single largest announced figure, A$ 25 billion, plus the most heavily publicised skilling commitment: three million people trained by 2028. Tech Insider
• Microsoft has warned customers to expect more security patches for the foreseeable future, thanks to AI. theregister
• Microsoft, Alphabet, Meta and Amazon are collectively projected to lift AI infrastructure spending from $650 billion in 2026 to $1 trillion in 2027 - the single number underpinning the bull case, since Nvidia captures the dominant share of every accelerated-computing dollar. FinanceFeeds
• Microsoft has announced it is speeding up its plan to protect its products against future quantum computers, aiming to move its critical services to post-quantum encryption by 2029. Galactic Advisors
• Microsoft signed a power purchase agreement with Helion for 50 MWe starting in 2028. Astute Analytica
• Microsoft tested whether data centers could operate underwater by placing a sealed data center capsule beneath the ocean. Eduonix Blog
• The large cloud players will spend roughly $725 billion on AI infrastructure in 2026 alone, with Amazon approaching $200 billion, Microsoft and Alphabet around $ 180-190 billion each, and Meta between $125 and $145 billion. Saltus
• Microsoft is preparing Project Perception, an AI cybersecurity platform that finds and fixes software vulnerabilities using models from Microsoft, OpenAI, and Anthropic together, positioned as a lower-cost alternative to Anthropic's Mythos-class security offering. Build Fast with AI
• While email remains the dominant initial access vector, threat actors increasingly abused Microsoft Teams during Q2 to deliver social engineering, phishing, and malware payloads. Microsoft Security Blog

Last updated: 09 August 2026