Global Scans · Microsoft · Weekly Summary

• [New] The primary artificial intelligence hyperscalers - Alphabet, Amazon, Meta, Microsoft, and Oracle - are projected to spend $520 billion to build out AI infrastructure in 2026, potentially 30% above 2025 levels. The Plan Advocate
• [New] Microsoft agreed to provide Anthropic with a 1 GW supercomputer cluster, powered by tens of thousands of NVIDIA GB300 GPUs, under a deal that will see Microsoft and NVIDIA invest up to $15 B to support Anthropic's training roadmap. Guide to AI
• [New] AI-startup Anthropic said it will spend $30 billion with Microsoft and, in turn, Microsoft and Nvidia will invest billions in Anthropic. CNBC
• [New] Google Meta, Microsoft, and Amazon are pledging even more money in 2026. Wired
• [New] Chatter about an AI bubble has been everywhere lately, and top tech companies like Google, Meta, and Microsoft have doubled down on their AI investments for 2026. Wired
• [New] Microsoft cloud gross margin is expected to be 66% and fall Y/Y due to continued AI investments. Stock Market Nerd
• [New] Microsoft Copilot will be the first content buyer in the new PCM. Press Gazette
• [New] Microsoft Azure absorbed what researchers called a record-scale DDoS event; cloud-scale attacks are now a systemic risk for digital infrastructure. News, Events, Advertising Options
• [New] Mass adoption of Worldcoin's identity system, regulatory approval in major markets, and successful partnerships with companies like Microsoft or Google could propel WLD toward $10. CryptoRank
• [New] Microsoft and Nvidia are putting US$ 15 billion into Anthropic, which in turn will spend US$ 30 billion on Azure capacity. Sophic Capital
• [New] Microsoft Corp. just launched its first AI superfactory - an advanced infrastructure initiative with the potential to reshape the future of artificial intelligence and cloud computing. investing.com
• [New] Critically, OpenAI has contracted to purchase an incremental $250 billion of Azure services, though Microsoft will no longer have a right of first refusal to be OpenAI's compute provider. InsuranceIndustry.AI
• [New] Like Google, Microsoft, Amazon, and Meta all claim they are going to ramp up their capital expenditures in an effort to build out the future of computing (cumulatively, Big Tech is expected to spend $400 billion in the next twelve months). Gizmodo
• [New] An AI Growth Zone will be established in South Wales, with companies such as Microsoft and Vantage Data Centers contributing to the £10 billion investment set to unlock 5,000 jobs. FinExtra
• [New] The UK could become an AI superpower, whilst reports suggest that OpenAI, Microsoft and Google are all expanding their UK presence. Verdict
• [New] Meta, Google, and Microsoft all have 2030 carbon-negative or net-zero commitments, but they are also racing to build the biggest AI models that require the most energy-hungry infrastructure. The Tech Buzz
• [New] A custom AI device could, if it materializes, provide a direct channel to consumers that does not depend on Microsoft or Apple or Google's platforms. SiliconSnark
• [New] Microsoft has invested in AI for Earth initiatives, supporting projects that use AI to address environmental challenges, including food security. The Chronicle-Journal
• 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
• 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
• 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

Last updated: 07 December 2025