Microsoft
Microsoft Corporation is an American multinational technology company that produces computer software, consumer electronics, personal computers, and associated services.
News Heat Trend
Related news
QCP: Market Stabilizes After Hawkish Fed Decision, Short-Term Digital Asset Resilience Remains to Be Confirmed
QCP Capital stated that the Federal Reserve kept interest rates unchanged at 3.50%-3.75%, but as three committee members supported a rate hike and Chairman Warsh downplayed explicit forward guidance, the overall stance was hawkish. The market briefly reassessed the interest rate path; U.S. stocks fell after the rate decision was announced, then rebounded driven by corporate earnings, with Microsoft leading the gains; Bitcoin also briefly weakened around the meeting, before stabilizing near $64,000.
Bitcoin
Digital Asset
Market
QCP Capital
Citi: Microsoft Azure Growth Beats Expectations at 43%, Copilot Seats Surpass 30 Million
According to TechFlow Research, Citigroup's research report on July 30 showed that Microsoft's fourth quarter Azure cloud revenue increased 43% year-over-year, exceeding market expectations of 40% and accelerating further from 39% in the previous quarter. Copilot paid seats reached 30 million, with a net increase of 10 million in a single quarter, doubling compared to the previous quarter. Intelligent Cloud revenue was $39.3 billion, up 31% year-over-year; Productivity and Business Processes revenue was $37.8 billion, up 14% year-over-year. Fourth quarter adjusted earnings per share was $4.81, significantly higher than the market expectation of $4.21. Citigroup believes this financial report powerfully refutes bearish views, as Azure re-acceleration and Copilot volume surge occurred simultaneously, and the AI monetization logic is being realized. Citigroup raised its target price from $570 to $600, maintaining a Buy rating, corresponding to approximately 26 times fiscal year 2028 earnings per share, implying approximately 54% upside potential compared to the current stock price of $390.
Cloud computing's big three AI infrastructure capex reaches up to $220 billion, with Q2 cloud revenue all beating expectations
Odaily News Amazon, Microsoft, and Google Cloud all reported Q2 cloud revenue above market expectations. Amazon disclosed that AWS Q2 revenue grew 37% year-over-year to $42.23 billion, the fastest growth rate since 2021, with Amazon's overall revenue surpassing $200.6 billion for the first time and operating profit reaching $16.6 billion.Microsoft's Q4 fiscal 2026 revenue grew 18% year-over-year to $90.007 billion, with Azure revenue growth accelerating from 40% in the previous quarter to 43%, and full-year revenue surpassing $100 billion for the first time. Google's parent company Alphabet disclosed that Q2 Google Cloud revenue grew 82% year-over-year to $24.8 billion, with contract backlog increasing to $514 billion.Amazon raised its capital expenditure guidance for this year from approximately $200 billion to $220 billion, primarily for data centers, servers, network equipment, and AI semiconductors. Alphabet raised its capital expenditure guidance for this year to up to $205 billion, while Microsoft's quarterly capital expenditure was $41 billion, up 69% year-over-year.Alphabet CEO Sundar Pichai stated that demand for AI infrastructure and AI solutions is driving cloud business growth, with 90% of Fortune 100 companies using Gemini Enterprise. Amazon CEO Andy Jassy said that even with the $220 billion investment, it will still not be enough to meet all customer AI demand this year, and this situation will continue into next year.
Agentwood Studios
Andy
Gemini
Apple CEO Cook: Hybrid AI Strategy Is a "Competitive Weapon," Will Drive iCloud Subscription Growth with AI
According to CNBC, Apple CEO Tim Cook stated during the latest earnings conference call that Apple's hybrid AI strategy—where some AI tasks run locally on-device and complex tasks are processed via Google Cloud—is a "competitive weapon", distinct from the data center investments of tech giants like Meta, Microsoft, and Amazon, which often exceed $100 billion. Apple's capital expenditure in the second fiscal quarter was only $2.46 billion, lower than the market expectation of $3.44 billion. Cook also revealed that Apple plans to make AI a core selling point for iCloud+ subscription upgrades, offering paid expansion options for users with higher AI usage, but the specific pricing plan has not been finalized yet.
Apple
Hybrid
Strategy
Meta, Google, and Other Tech Giants Face the Allocation Problem of AI Computing Power for Internal Use vs. Sales
during the company's second-quarter earnings call, Meta CEO Mark Zuckerberg stated that Meta currently does not have a business selling computing power to customers, but such offerings are in the plans. He indicated that a significant portion of Meta's computing power will be used for training AI models, supporting agent products, and developing core businesses, while the company also anticipates expanding services to large enterprise clients.Both Google and Meta have slightly raised their capital expenditure expectations for this year. Google stated that related spending could increase further in 2027, while Microsoft maintained its capital expenditure forecast. Google's cash flow turned negative for the first time in the second quarter, and Meta's cash flow decreased by 91% compared to the same period last year.Microsoft CFO Amy Hood noted that customer demand for its cloud business still exceeds available capacity. Google said last week that it will purchase more third-party computing power while building more internal capacity to meet customer needs.Google CEO Sundar Pichai stated that the primary objective for Google in using its self-developed tensor processing units (TPUs) is to ensure the allocation of necessary resources for the development of AGI frontiers. Google is working with partners to deploy TPUs in other data centers to unlock more capacity.
Agility
Delysium
Microsoft CEO Warns: Should Not Rely on Single AI Model
Microsoft CEO Satya Nadella issued a warning on July 29, 2026 (US time) regarding the incident in which an AI model under OpenAI "went out of control" and intruded into other companies' systems, emphasizing "should not rely on any single AI model" and calling on the industry to prioritize the diversification and resilience building of AI systems.
AI security operations startup Mate Security completes $35 million Series A financing, total funding exceeds $50 million
According to TNW, AI security operations startup Mate Security announced the completion of a $35 million Series A funding round led by Canaan Partners, with participation from Insight Partners, Team8, and Microsoft's venture fund M12, bringing total funding to over $50 million. This comes less than a year after the company emerged from stealth mode. Mate Security was founded by former employees of Wiz and Microsoft. Its core product is the "Security Context Graph," which empowers AI security agents with business context by building an organizational knowledge layer, enabling them to make judgments based on actual enterprise operational conditions when handling alerts, effectively reducing false positive rates.
based
Context
Goldman Sachs Tests Market for Microsoft-Linked Data Centers, Plans to Issue $5.4 Billion Debt
According to Bloomberg, Goldman Sachs Group is gauging investor appetite for a potential $5.4 billion debt issuance plan, with the proceeds to be used to support the QTS data center project under Blackstone tied to Microsoft. The debt structure includes approximately $4.9 billion in secured bonds and approximately $500 million in term loans. Affected by recent sell-offs in AI-related debt, the issuance timing is still under discussion, and the plan remains uncertain.
Market
Microsoft Quietly Launches OneDrive Photos App, Built-in AI Facial Recognition Feature Sparks Privacy Controversy
According to Decrypt, Microsoft is silently pushing the new OneDrive Photos app to some Windows 11 users via Windows Update or OneDrive client updates. The app can automatically index local photo libraries, supports natural language AI search and optical character recognition, and includes an optional face grouping feature. Since face data is considered biometric information in some regions, this feature requires users to actively enable it. Notably, the app currently cannot be uninstalled separately; users who wish to remove it must fully uninstall OneDrive.
Decrypt
Feature
Microsoft Q4 Revenue Hits $90 Billion, Exceeding Expectations; Azure Cloud Revenue Surpasses $100 Billion for the First Time
Odaily Microsoft (MSFT.O) reported strong growth in its cloud business, with an increase in the number of AI paying users. Meanwhile, investors remain focused on whether the tech giant's spending on data centers will yield returns. Microsoft's fourth-quarter earnings per share were $4.81, up from $3.65 in the same period last year and above Wall Street's estimate of $4.24. Quarterly revenue reached $90 billion, surpassing the expected $87.6 billion, representing an 18% year-over-year increase. Azure remains one of the most closely watched metrics by investors, serving as a bellwether for overall AI demand. Microsoft CEO Satya Nadella stated: "Azure revenue surpassed $100 billion for the first time, and paid seats for Microsoft 365 Copilot exceeded 30 million, reflecting that customers trust us to power their AI transformation." Microsoft's Azure cloud business generated $39.3 billion in revenue in the fourth fiscal quarter, with a growth rate of 43%, exceeding the expected 40% growth. Microsoft's stock rose as much as 4% in after-hours trading. So far this year, Microsoft's stock has accumulated a decline of about 18%. (Jin Shi)
Meanwhile
Street
Bill Gates Plans to Visit South Korea as Early as Next Month to Discuss AI Cooperation
According to Yonhap News, Microsoft co-founder and Gates Foundation Chair Bill Gates is advancing plans to visit South Korea as early as next month and is coordinating schedules for a meeting with South Korean Prime Minister Han Duk-soo, with specific visit dates and discussion content yet to be determined. Last August, Gates visited South Korea and met successively with major corporate leaders including Chey Tae-won (SK Group), Jung Ki-sun (HD Hyundai), and Lee Jae-yong (Samsung Electronics) to discuss cooperation in AI, biotechnology, and next-generation nuclear power. If this visit to South Korea proceeds, the above topics are expected to continue as core agenda items. Gates also serves as the founder and chairman of the board of next-generation nuclear power enterprise TerraPower. The company is developing a "sodium" reactor small modular reactor (SMR) based on a molten salt energy storage system, which has received widespread industry attention for its adjustable power output and high safety.
August
based
Foundation
Foundation
Shimmer Network
UK CMA Launches Investigation into Microsoft Over Copilot Price Increase
According to Bloomberg, the UK Competition and Markets Authority (CMA) announced an investigation into Microsoft to verify whether, after bundling Copilot AI features into the Microsoft 365 suite (including apps such as Word, Excel, Outlook, etc.) and raising prices, it fully disclosed relevant subscription price change information to users. Regulators are concerned that consumers may be forced to pay higher fees without clear notification.
Price
Microsoft Develops Three Types of AI Agents to Support Cyber Defense
According to Nikkei XTECH, Microsoft has developed a new system to address cyberattacks involving autonomous AI, using three types of AI agents to support the process from vulnerability identification to remediation. Microsoft will also launch its first self-developed AI model for cyber defense.
Cyber
Microsoft, Meta Earnings Reports Approaching, Market Patience on AI Spending Waning
According to Bloomberg, Microsoft and Meta will release their earnings reports after the US market closes on Wednesday. The market focus is not on revenue growth, but rather on the two companies' continuously rising AI capital expenditures and shrinking cash reserves. Previously, Alphabet's stock price still recorded the largest single-day drop in over a year despite announcing better-than-expected results, as it experienced negative cash flow for the first time since its listing due to a surge in capital expenditures. Analysts point out that the uncertainty surrounding returns on AI investments by large tech companies is accelerating the erosion of Wall Street's patience, and Microsoft and Meta's earnings reports may become a new round of stress tests for market sentiment.
Market
Street
Tonight's Focus: Microsoft & Meta Release Earnings After Hours, Bybit Earnings Season Limited-Time Campaign Underway
After market close on July 29, US Eastern Time, Microsoft (MSFT) and Meta (META) will release their Q2 2026 earnings reports simultaneously. The core market suspense is consistent: When will the massive AI capital expenditures yield returns? Bybit Academy brings you a preview of this earnings season feast: (1) Microsoft: Focus on whether Azure Cloud growth can offset continuously rising AI infrastructure investment, implied volatility 6.5%; (2) Meta: Capital expenditure guidance is the biggest highlight, whether the gap between AI investment and ad monetization can narrow, implied volatility 7.3%. Volatility for both may amplify today; the earnings trading window is open. Bybit US Stock Earnings Season Event Reminder: Currently in a limited-time trading task window period (7/21–7/30), trading META stock contracts earns extra points, independent from TSLA, GOOGL, AAPL, and AMZN tasks, and can be completed separately. Meanwhile, you can bet on the next-day Top Gainer among 10 popular US stocks including META in the "Top Gainer" daily prediction; those who bet correctly will proportionally share the points pool of those who bet incorrectly. This US stock earnings season lasts until August 30, with a million prize pool waiting to be unlocked, plus a Tesla Cybertruck grand prize.
August
Bybit
Campaign
Cometa
Focus
Meanwhile
Morgan Stanley: AI Infrastructure ROIC Can Reach Up to 46%, Maintains Overweight Rating on Hyperscalers
According to TechFlow Research, Morgan Stanley released a research report on July 27, quantifying for the first time the Incremental Return on Invested Capital (ROIC) of Generative AI investments. The report constructed three estimation frameworks: the ROIC for hyperscale cloud service providers' GPU leasing business is approximately 31%, the ROIC for proprietary infrastructure model API business is approximately 46%, and the ROIC for third-party compute API business is approximately 25%. Under base case assumptions, a single 1 gigawatt (GW) data center is configured with approximately 410,000 NVIDIA GB300 GPUs, with a utilization rate of 75% and an hourly leasing price of $8.5. The combined capital expenditure of the three major cloud giants is expected to exceed $1.4 trillion. Morgan Stanley maintains an Overweight rating on Microsoft, Amazon, Meta, and Google. The report points out that as AI moves from the training phase to the inference phase, demand for GPU compute power will continue to grow. Providers with self-built compute infrastructure will achieve considerable profits by leveraging their pricing power in an ecosystem where compute is scarce. If Morgan Stanley's calculations hold true, the hundreds of billions of dollars in AI capital expenditure will shift from being perceived as "costs" to "growth assets".
GPU.Net
Node AI
NVIDIA
Reach
Reach
Return
Moonshot AI to Open Source 2.8-Trillion-Parameter Kimi K3 Weights, Chinese Open-Weight Model Token Share Rises to 68%
Chinese AI startup Moonshot AI will release the model weights of its high-performance model, Kimi K3. Developers can download the model, modify it for various purposes, and run it in their own data centers or cloud environments.Kimi K3 boasts 2.8 trillion parameters and a 1 million token context window, enabling it to process large-scale documents and codebases in a single pass. Moonshot AI plans to later publish a technical report detailing the model's architecture, training methodology, and performance evaluation results.Following the release of Kimi K3, Moonshot AI's daily revenue is reported to have increased by at least 6 times. The company is reportedly advancing a new round of fundraising at a $50 billion valuation and is considering a Hong Kong listing as early as this year.According to Bloomberg Intelligence, following the release of Kimi K3 and Z.AI's GLM-5.2, the share of Chinese open-weight models in overall token usage has risen to 68%. Services like AWS Bedrock, Microsoft Azure Foundry, and Google Vertex AI currently do not offer Chinese open-weight models such as Kimi K3 and GLM-5.2.
Agentwood Studios
Bedrock
Foundry
Foundry
Golem
Moonshot
Anthropic technical staff member satirizes tech giants embracing open source: Looking forward to Microsoft open-sourcing Windows, Nvidia open-sourcing CUDA
: Julian Schrittwieser, a technical staff member at Anthropic, recently posted on social media, joking about the shift in attitude some tech giants have shown towards "open source" in recent years. He expressed anticipation for Nvidia and Microsoft to further open up their core technologies, stating: "It's great to see Jensen Huang become a supporter of open source. Looking forward to the open-source release of CUDA and GPU drivers. Also looking forward to Satya Nadella supporting open source, hoping to see Windows and Microsoft Office open-sourced in the future."Julian Schrittwieser also responded to external speculations that he opposes open weight models, indicating that this interpretation is inaccurate. He believes that open models can actually play an important role in many scenarios. However, Schrittwieser pointed out that what is interesting is that some companies, which have long been very cautious or even opposed to open source in the past, are now rapidly shifting towards supporting open ecosystems.In recent years, with the intensification of competition in artificial intelligence, open-source models, open weights, and developer ecosystems have become critical areas of competition in the tech industry. Companies including Nvidia and Microsoft have continuously emphasized their support for open ecosystems. However, the definition of "open" remains controversial within the industry—some companies open up model interfaces, toolchains, or ecosystems, while their core commercial assets remain closed source.Julian Schrittwieser's remarks have also sparked discussion, focusing on whether the "selective open sourcing" promoted by tech giants represents genuine openness or a new ecological competitive strategy.
GPU.Net
Node AI
what
Jensen Huang's First X Post: Over 20 Institutions Including NVIDIA Sign Joint Letter Supporting Open-Weight AI Models
NVIDIA CEO Jensen Huang has published his first post on X, sharing an open letter titled "Open Weight and American AI Leadership," jointly signed by more than 20 technology companies and institutions, including NVIDIA.The open letter argues that open-weight models can expand economic access to AI, enhance market competition, and grant users more control. Signatories include Meta, Microsoft, Andreessen Horowitz, Hugging Face, IBM, Mistral AI, Palantir, Perplexity, Mozilla, Y Combinator, among others.The letter states that while open-weight models carry risks, they should not be restricted through bans. Instead, openness should be leveraged to advance AI safety and cybersecurity capabilities. Huang noted: "The world needs cutting-edge closed-source models, and it also needs cutting-edge open models."
Joint
NVIDIA
Open
Sign
The U.S. Pentagon has signed a nearly $7 billion software agreement with Oracle, with a term of up to 10 years
the U.S. Pentagon has announced the signing of an enterprise software agreement with Oracle valued at nearly $7 billion, with a maximum term of 10 years. This agreement consolidates the Department of Defense's existing on-premise software licenses under a unified contract to reduce costs associated with fragmented procurement. Negotiated by the Department of the Navy, the agreement has a five-year base period and includes a five-year renewal option, covering the U.S. Department of Defense, the Coast Guard, and intelligence agencies. Previously, in May of this year, the Pentagon signed a similar software consolidation agreement with Microsoft valued at $96.9 billion over five years. (Reuters)
Oracle