Microsoft Investor Relations · 2026-10-28 · earnings
Microsoft reported fiscal first-quarter revenue growth and said Azure revenue increased 48% year over year. The company also reported growth in Microsoft Cloud revenue.
NVIDIA Newsroom · 2026-10-16 · product
NVIDIA announced the availability of RTX Spark laptops, built on a superchip combining an NVIDIA Blackwell RTX GPU and an NVIDIA Grace CPU with up to 128GB of unified memory and up to 1 petaflop of FP4 AI performance; MediaTek collaborated on the custom CPU design. The laptops are available globally from ASUS, Dell, HP, Lenovo, Microsoft and MSI, starting at $2,599.
NiSource · 2026-10-16 · partnership
NiSource announced a long-term energy agreement with Microsoft for its previously announced northwest Indiana campus, under which Microsoft is expected to begin taking electric service under a 20-year term starting in 2028 and NiSource's GenCo pool portfolio will grow by approximately 1,100 MW. Microsoft fully funds all generation and transmission required to serve its load, and NiSource raised expected NIPSCO electric customer savings to approximately $1.75 billion.
Competition and Markets Authority (GOV.UK) · 2026-10-16 · regulation
The UK Competition and Markets Authority proposed designating Microsoft with strategic market status in its business software ecosystem and will consult before a final decision, due by the February 2027 statutory deadline; its findings are provisional. An indicative roadmap lists areas for further evidence-gathering and possible intervention if Microsoft is designated, including how it bundles its software, whether rival AI providers can compete with Copilot, and how its licensing affects customers' choice of cloud. The CMA said Microsoft's business software is used by over a million UK businesses and public sector organisations.
The Official Microsoft Blog · 2026-10-12 · product
Microsoft said it will scale its Azure Maia chip family to multi-gigawatt deployments starting in 2027, making Maia the primary inference system for Microsoft products and services. Maia 300, whose compute chiplets are built on TSMC's N2P process, is expected to deliver 40% more tokens per megawatt than leading GPU-based systems and will begin production deployments in 2027; Maia 200 is already serving production workloads including Microsoft Copilot.
Microsoft · 2026-10-10 · product
Microsoft introduced Microsoft-Decision-1, a model for fast decision-scoring designed for routing, classification, prioritization, verification and workflow control, available in Microsoft Foundry and through OpenRouter. Microsoft said it post-trained Qwen3.5-9B for the model and will rebase it on other models including Microsoft AI (MAI) and OpenAI; it reported the model as 35 times quicker than GPT-6 Sol, with input tokens priced at $0.042 per million and free output tokens.
KED Global · 2026-10-09 · partnership
Samsung Electronics has secured long-term supply agreements covering about 75-80% of its planned memory chip production for next year, KED Global reported, as global technology firms including Nvidia, Google and Microsoft seek to lock in supplies for five years or more amid surging demand for AI infrastructure.
CNBC · 2026-10-08 · regulation
The U.S. Department of Labor said it would suspend Microsoft and Adobe from its Permanent Labor Certification program "due to multiple active federal investigations," and would not accept or process new applications from Cognizant, Infosys, Capgemini, Tata, Wipro and HCL. Microsoft said 80% of the approximately 6,000 H-1B visa applications it submitted in the last fiscal year were to extend or change the status of existing employees.
PR Newswire · 2026-10-07 · regulation
Duke Energy's two North Carolina utilities reached a settlement with the North Carolina Public Staff, with Amazon, Google, Meta and Microsoft among the other parties, requiring large-load customers of 50 megawatts or more with 80% load factor to make nonrefundable upfront payments for grid facilities serving only them. The agreement is subject to approval by the North Carolina Utilities Commission.
NVIDIA Blog · 2026-10-07 · product
At a Microsoft event in San Francisco, NVIDIA said RTX Spark laptop preorders opened, with availability on October 16, and that RTX Spark delivers one petaflop of FP4 AI performance with up to 128GB unified memory; Microsoft said it built its Surface Laptop Ultra around RTX Spark. Microsoft also announced general availability of Microsoft Execution Containers (MXC) for running agents on Windows, and systems are coming from makers including ASUS, Dell, Lenovo and Gigabyte.
Anthropic · 2026-10-07 · product
Anthropic released Claude Haiku 5.5, its fastest and cheapest small model, saying it costs around 75% less to run on average than Haiku 4.5, and halved the price of Claude Sonnet 5.5's cache reads. The model is available on Amazon Web Services, Google Cloud and Microsoft Azure.
Arista Networks · 2026-10-07 · product
Arista Networks announced an open Ethernet rack-scale portfolio for scale-up and scale-out AI infrastructure, engineered in partnership with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft and Qualcomm. Its Etherlink SU-144 architecture supports up to 144 accelerators in a single-hop network and scales to 1,024 XPUs through cross-rack topologies.
Microsoft Research · 2026-09-29 · product
Microsoft Research introduced Quine, a research system combining a multimodal world model of biology with scientific tools, literature and laboratory experiments. The team reported early experimental work prioritizing compounds that alter pancreatic cancer cell states.
Office of Governor Wes Moore · 2026-09-22 · partnership
Microsoft opened its Discovery Center, a development hub for next-generation quantum technologies, in the University of Maryland's Discovery District, marked by a ribbon-cutting with Governor Wes Moore under the state's Capital of Quantum initiative.
WHYY · 2026-09-22 · regulation
New Jersey's Department of Environmental Protection fined developer DataOne more than $1 million for operating 62 natural gas-powered generators without a permit at the 300-megawatt Vineland data center it is building for Nebius Group.
Microsoft Azure · 2026-09-22 · product
Microsoft made OpenAI's GPT-6 Sol and GPT-6 Luna generally available in Microsoft Foundry alongside GPT-6 Astra, with Standard deployment for all three across all 28 Global regions and US and EU Data Zones.
Xbox Wire · 2026-09-22 · personnel
Microsoft is eliminating 268 roles across Halo Studios, other first-party studios and its Xbox studio management and central functions, saying the actions since July leave it roughly three-quarters of the way through its previously announced Xbox restructuring. It is also consolidating studios, with Activision to develop the next Halo title, and will consult employees on a proposed closure of Ninja Theory after two agreements for the studio fell through.
Microsoft · 2026-09-21 · product
Microsoft's India South Central datacenter region in Hyderabad is now live with a three-zone architecture and Azure services. Microsoft called it a significant step in its US$20.5 billion commitment to India.
Yahoo Finance · 2026-09-17 · partnership
Microsoft, Marvell and Utimaco announced Azure Payment HSM v2, described as a new highly available payments security platform for financial institutions and payment service providers. The service combines Marvell LiquidSecurity HSMs, Utimaco's Atalla Payments Module software and Microsoft Azure, and entered public preview on 17 September 2026 in Western U.S. and Western Europe regions.
PR Newswire · 2026-09-15 · earnings
Microsoft's board declared an increased quarterly dividend.
