Global Scans · Microsoft · Weekly Summary

• [New] While Nvidia and Microsoft saw gains, data analytics firms like Thomson Reuters and RELX faced significant selling pressure due to existential threats from AI models. Economic Times
• [New] The top four hyperscalers - Amazon, Microsoft MSFT-Q, Alphabet's Google GOOGL-Q and Meta META-Q - are expected to collectively spend more than $630 billion in 2026. The Globe and Mail
• [New] Microsoft plans to make the next Xbox a full Windows PC, sources say, with a controller-first interface by default and support for third-party stores such as Steam, GOG, and Epic. Bez Kabli
• [New] Several U.S. states are planning to reactivate shut-down nuclear power plants specifically to meet the needs of data centers - preparations are underway to restart the Three Mile Island (Pennsylvania) and Duane Arnold (Iowa) reactors by 2028, in cooperation with Microsoft and Google. TTMS
• [New] Short-term, expect increased volatility in tech stocks like Apple Inc. and Microsoft Corp., which are highly sensitive to the discount rates dictated by rising Treasury yields. FinancialContent
• [New] Microsoft, Stripe, and Alphabet collectively committed $1 billion to purchase carbon removal credits through 2030, creating guaranteed demand for verified removal tons. Wellows
• [New] The average American's skyrocketing electric bill has caught the attention of everyone from President Donald Trump to Microsoft executives - just do not expect lower rates in 2026. Business Insider
• [New] Microsoft's prediction that quantum computing will be solving problems in a matter of years may naturally produce some skepticism - fueled in part by the need for Microsoft to scale up the number of qubits on its Majorana Chip 1 by several orders of magnitude. IAPP.org
• [New] Musk seems to believe that combining SpaceX, Tesla and xAI will let him dominate the future of AI in a way that will be difficult for competitors like OpenAI, Google and Microsoft to match. New Scientist
• [New] The 101st Airborne Division developed a digital medical status reporting system, built on Microsoft Power BI, using real-time operational reports and environmental variables to predict disease and injury trends. Army Sustainment
• [New] Despite reported internal forecasts showing sharply higher water use by 2030, Microsoft continues to splash cash on new AI bit barns. The Register
• [New] Global data center investment is expected to reach US$ 3 trillion over the next five years, with spending by six US hyperscalers - Microsoft, Amazon, Alphabet, Oracle, Meta, and CoreWeave - hitting US$ 400 billion in 2025. Insurance Business
• [New] The Big Four hyperscalers-Microsoft, Alphabet, Amazon, and Meta - are projected to reach a combined capital expenditure (CapEx) of $500 billion in 2026. FinancialContent
• [New] Microsoft unveiled Majorana 1, the world's first quantum processor using topological qubits, claiming it could enable practical quantum computers in years, not decades. Programming Helper
• [New] Platforms such as Google Classroom and Microsoft Teams will become staples in classrooms, facilitating seamless collaboration among students and teachers. Dr. Matthew Lynch
• [New] The largest cloud computing companies-Microsoft, Alphabet, Amazon, and Meta Platforms-will invest approximately $500 billion in AI capital expenditures in 2026, and McKinsey estimates that the infrastructure for AI will generate a $7 trillion opportunity over the next five years. Tradingkey
• [New] Anthropic just signed a $30 billion compute capacity agreement with Microsoft that will be fulfilled using clusters of Blackwell and Rubin chips. Tradingkey
• [New] Microsoft has struck a new deal with OpenAI under which it has committed to $250 billion of compute capacity through 2032, and also signed a deal with Anthropic for $30 billion of compute capacity. Medium
• [New] Strategically, big tech players like Microsoft Corp. are expected to double down on Azure Quantum, aiming to provide the ubiquitous operating system that bridges the gap between today's developers and tomorrow's quantum hardware. FinancialContent
• [New] Microsoft's Maia 200 announcement demonstrates existential threat to Nvidia's dominance: if hyperscalers successfully internalize AI chip design (Microsoft Maia, Google TPU, Amazon Trainium/Inferentia) while controlling software stack, Nvidia faces disintermediation from largest customers. EverHint Daily Stock Picks, Markets & Sentiment
• [New] Nvidia, Microsoft, and Amazon are reportedly in talks around a potential investment package that could total as much as $60 billion into OpenAI, underscoring how capital-intensive frontier AI has become. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] US-based Helion Energy secured the world's first purchase agreement for nuclear fusion energy in 2023, promising to provide 50 MW of fusion power to Microsoft by 2028. Yahoo Finance UK
• [New] Two major AI data centers that Microsoft is currently building in Georgia and Wisconsin will eventually include thousands of Rubin chips. Wired

Last updated: 08 February 2026