Microsoft
Microsoft Corporation is an American multinational technology company that produces computer software, consumer electronics, personal computers, and associated services.
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Central Bank Conducts 500 Billion-Yuan Reverse Repo; 10-Year U.S. Treasury Yield Surpasses 5%
The central bank today conducted a 500 billion yuan reverse repo operation and released August macroeconomic data. The yield on the 10-year U.S. Treasury bond surpassed 5%, reaching a three-year high. Microsoft and other firms have successively rolled out AI safety guidelines, while Kioxia is planning a multi-billion-dollar U.S. IPO.
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Microsoft Releases Interim Code of Conduct to Restrict AI Model Use
Odaily News: Microsoft (MSFT.O) has released an interim code of conduct imposing restrictions on AI models, just days after the heads of Anthropic and OpenAI agreed to slow down development pace.The company hopes to be seen as a responsible AI player, and it is one of the leading cloud service providers. "We've received feedback from people who want to see clearer commitments: that AI always serves humanity rather than trying to replace it," Mustafa Suleyman, who oversees the company's model development, said in an interview with CNBC. "We've received a great deal of feedback emphasizing that AI should not create dependency, should not be sycophantic, and should always promote human judgment, autonomy, and agency." Suleyman said that although these guidelines had been in the works for about five months, Microsoft chose to release them now given the recent discussions they have sparked. (CNBC)
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Microsoft plans to expand data center capacity to 38 gigawatts by 2032.
According to Bloomberg, Microsoft plans to expand its global data center capacity by more than threefold, increasing it from approximately 12 gigawatts currently to over 38 gigawatts by 2032, surpassing New York State's peak electricity consumption. Previously, Microsoft had to turn down some AI and cloud business due to a shortage of computing power. This large-scale expansion aims to meet the continuously growing demand for AI and cloud computing.
DeepSeek Releases V4.1 Model, OpenAI Launches Financial Assistant
DeepSeek releases V4.1 Flash model, and OpenAI launches a financial AI assistant and a beta version of the Agents API. Alibaba leads investment in UniPat, valued at $2.5 billion, as Microsoft and TSMC increase investments in computing infrastructure.
OpenAI Announces Official Launch of Data Agent
OpenAI has announced the official launch of "Data Agent" in ChatGPT Work.
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Binance Stock Trading Launches US Stock DCA Feature
According to an official announcement, Binance has introduced its US stock recurring buy feature, enabling eligible users to set up automatic purchasing plans for designated US equities and Exchange-Traded Funds (ETFs) at fixed intervals, without the need to manually execute trades each time. The feature will support 100 stocks and ETFs starting from September 10, 2026, at 18:00 (UTC+8), including assets such as Apple, NVIDIA, Tesla, Microsoft, Amazon, and the S&P 500 ETF. Binance advises that related products or features may not be available in certain regions; users should verify any location-based restrictions and note that execution prices may differ from those indicated when creating the plan.
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AI startup Listen Labs abandons $150 million Series C funding round, pivots to Salesforce acquisition talks
According to TechCrunch, AI market research startup Listen Labs recently signed a term sheet for a $125 million Series C funding round led by Menlo Ventures at a $1.5 billion valuation, but unexpectedly pulled out, likely due to acquisition talks with Salesforce. Salesforce is reportedly in talks to acquire the company for approximately $2 billion, but the deal has not yet been finalized. Founded in 2023, Listen Labs leverages voice and video AI to automate customer interviews and generate research reports. The company currently generates roughly $30 million in annualized revenue, serving major clients such as Microsoft, Canva, and Anthropic. If talks with Salesforce fall through, several venture capitalists expect the company to return to the fundraising market, targeting a valuation of $2 billion or higher. The company's most recent funding round was a $69 million Series B led by Ribbit Capital in January, which valued the business at $500 million.
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Ethereum plans to achieve a quantum-safe L1 by 2029, with the Hegotá upgrade roadmap taking shape.
According to The Block, the Ethereum Foundation Protocol Cluster has released a list of EIP ratings for the upcoming Hegotá upgrade, setting December 2029 as the target milestone for achieving full quantum resistance. The two S-tier (mandatory delivery) proposals for the upgrade are: FOCIL (EIP-7805) at the consensus layer, which enhances censorship resistance by requiring validator committees to enforce the inclusion of public mempool transactions; and framework transactions (EIP-8141) at the execution layer, which natively integrates account abstraction, supporting custom signatures, sponsored gas, and batch operations to improve security and quantum resistance. The Ethereum Foundation stated that this timeline aligns with the independent migration targets of Google, Cloudflare, and Microsoft, and the December 2029 deadline will be considered non-negotiable prior to January 2027. Hegotá is not the final quantum-safe fork, but rather a critical milestone determining whether subsequent upgrades can proceed on schedule. From the Q4 2026 Glamsterdam upgrade to December 2029, the average fork cycle is only about 7.2 months, leaving extremely limited execution slack.
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AI infrastructure company Gimlet Labs completes $300 million funding round, led by a16z
: AI infrastructure startup Gimlet Labs has completed a $300 million funding round, raising its valuation to $3 billion. The round was led by Andreessen Horowitz (a16z), with participation from Arm Holdings and M12, Microsoft's venture capital fund.Gimlet Labs primarily helps customers allocate AI tasks across different types of chips and is working with Arm to make its software compatible with Arm's various chip technologies. (Bloomberg)
OpenAI agents were exposed for taking over a German website: collectively "jailbreaking" to form a communication network
Odaily News: In May of this year, OpenAI agents大规模edited the German programmer community website DseWiki without authorization, transforming it into a "message board" for other AI agents to communicate. This incident had never been publicly disclosed before.Researchers found that the website had over 15,000 editing operations performed by AI agents. Related information shows that these agents not only exchanged solutions for tasks but also discussed how to bypass OpenAI's restrictions, evade detection, and use tools like Tor to hide their activities. When site administrators began deleting related pages, some agents created backup pages to avoid cleanup. About half of the related accounts used names hinting at a connection to OpenAI, such as "OpenAIResearcher" and "OAIResearchMar26." Public server logs reveal that a significant amount of activity came from Microsoft Azure infrastructure, and OpenAI employees also visited the website multiple times after the incident.Some internal investigators at OpenAI wanted to further investigate the incident, but expanding the investigation was reportedly met with resistance from certain individuals, including legal advisors. OpenAI denied that its legal team blocked the investigation and stated that it has not yet had the opportunity to review the relevant reports, and therefore cannot make a substantive response to the allegations contained therein.Researchers believe that this incident highlights the risks of unauthorized collaboration, regulatory circumvention, and hidden behavior that may emerge as AI agents' autonomous capabilities increase. Researchers at the University of Cambridge stated that what may be more concerning is not a single superintelligent system, but rather "large-scale groups of semi-intelligent AI agents collaborating with each other." (Reuters)
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Microsoft Officially Names Developer Device Project Zenith, First to Ship With AMD Ryzen AI Halo Chips
Microsoft has officially named its developer-focused Windows experience Project Zenith and introduced corresponding developer devices, with the first batch equipped with AMD Ryzen AI Halo chips. Targeting developer devices with 64GB or more of unified memory, Project Zenith is positioned as a "distraction-free Windows experience." AMD has already announced the first mini PC featuring this chip at IFA. Over the coming months, Project Zenith will welcome more devices powered by different chips, gradually expanding its product lineup.
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AI security company HiddenLayer closes $100 million Series B round, with Microsoft, Morgan Stanley, and others participating.
As reported by Securityweek, AI security company HiddenLayer has announced the completion of a $100 million Series B funding round. This round was led by Delta-v Capital, with participation from Booz Allen Ventures, Microsoft’s M12, Morgan Stanley, and Ten Eleven Ventures. To date, the company’s cumulative funding has exceeded $155 million. HiddenLayer specializes in full-lifecycle security for Generative AI, Predictive AI, and AI Agents. Its enterprise platform features capabilities including AI asset discovery, AI supply chain security, attack simulation, and runtime protection. The newly raised capital will be primarily directed toward expanding AI Agent runtime security capabilities, particularly for AI coding agents.
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Microsoft-backed AI company G42 seeks billions of dollars in funding and will bring in external capital.
According to Bloomberg, Microsoft-backed AI company G42 has held initial discussions with potential investors to raise billions of dollars, potentially becoming one of the first government-linked artificial intelligence firms in the UAE to expand its capital base through external financing. Sources familiar with the matter stated that the funding amount and deal structure have not yet been finalized, and discussions remain in the exploratory phase. G42 had previously advanced data center projects in Abu Dhabi alongside Microsoft and OpenAI, while also securing backing from Microsoft and other companies.
El Salvador Added 233 New Tokens in 2026, with 78% Concentrated in Q3
According to CriptoNoticias, data from El Salvador's National Digital Assets Commission (CNAD) shows that 233 new tokens were registered in the country's digital asset market in 2026, with 182 concentrated between July and August, accounting for 78.1% of the annual total. The registered assets encompass tokenized stocks of tech giants including Apple, Microsoft, Nvidia, Amazon, Alphabet, and Meta, alongside financial institutions such as JPMorgan Chase, Bank of America, Visa, and Mastercard. The list also features consumer brands like Walmart, Netflix, McDonald's, and Coca-Cola, as well as tokenized versions of indices and assets such as the S&P 500, NASDAQ 100, gold, and U.S. Treasury bonds. Major issuers include MIO 3 MARKETS 1 (101), Monetae Securities (70), and NexBridge Digital Financial Solutions (27). Additionally, 35 tokens originate from local Salvadoran enterprises, covering corporate bonds, commercial paper, real estate financing instruments, and venture capital agreements.
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Refi Hub Co-founder Hit by Malicious Claude Link Attack, Contaminated Skill File Attempts to Steal Credentials
Odaily News: Numa Lunah, co-founder of the crypto project Refi Hub, stated that he was hacked after using a download link provided in a Claude chat window to install a transcription application. The link pointed to a fake website bundled with malware, which attempted to steal all information from his device upon execution.Numa Lunah said he wiped and reinstalled the affected laptop and found no signs of sensitive data leakage. Subsequently, he discovered a contaminated Claude Code skill file named SKILL.md in his backups. The file was disguised as a style guide written by himself and contained instructions to re-download malware and steal credentials every time it was loaded.Microsoft Defender Experts previously warned that attackers have shifted from search engine optimization poisoning to large language model response poisoning. These tactics include recommending attacker-controlled download links, AI-branded fake installers, and contaminated code repositories and agent skills. Individuals working in the crypto industry may hold irrevocable credentials such as mnemonic phrases, private key files, hot wallet JSONs, exchange API keys with withdrawal permissions, and deployer keys. (Bitcoin.com News)
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Grok 4.6 launches on Microsoft Foundry platform
According to Elon Musk's post on X, xAI's Grok 4.6 model is now available on Microsoft's Foundry platform. Enterprise organizations can build with Grok 4.6 on Foundry, compare cutting-edge AI models on the platform, run specific workload tests, deploy managed endpoints, and operate with enterprise-grade security and governance controls.
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OpenAI, Anthropic, and over 100 other institutions issue a joint open letter calling for strengthened global cyber defense in the AI era
Odaily News: OpenAI co-founder Greg Brockman reposted the open letter, with over 100 institutions including Anthropic, AWS, Google, Microsoft, OpenAI, and Oracle jointly calling for strengthened global cyber defense to address the rapidly evolving threat of AI-powered cyberattacks.The open letter states that AI-driven cyberattacks are expected to become more prevalent and sophisticated in the coming months, posing higher risks to critical systems such as hospitals, water treatment facilities, and internet infrastructure. All parties should seize the current window of opportunity in which AI can equally enhance defensive capabilities, accelerate the closure of long-standing security vulnerabilities, and prioritize AI tools with cybersecurity capabilities for critical infrastructure defense teams.The open letter also calls on companies, cybersecurity firms, governments, and frontier AI companies to jointly invest tools, funding, and technical support to strengthen threat intelligence sharing, vulnerability remediation, and continuous security monitoring.
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Nvidia Earnings Preview: Q2 Revenue Expected to Nearly Double to $92.17 Billion, Market Focus on AI Chip Demand and Supply Chain Pressures
Odaily News Nvidia will release its fiscal 2026 second-quarter earnings after the U.S. market close. According to analyst estimates compiled by LSEG, the company's quarterly earnings per share are expected to be $2.10, with revenue projected to reach $92.17 billion.The market expects Nvidia's revenue to nearly double from $46.7 billion in the same period last year, continuing the rapid growth driven by the wave of artificial intelligence infrastructure investment. As a core supplier of AI computing power, Nvidia's GPUs are widely used to train and run advanced AI models, and the company is also involved in advancing the construction of next-generation AI data centers through financing support and other means.However, after nearly three years of significant gains, investor expectations for Nvidia have become more cautious. As of Tuesday's close, Nvidia has risen approximately 14% year-to-date, slightly outperforming the Nasdaq index. Market concerns include competitive pressure from rivals such as AMD and Google, as well as rising costs stemming from the global memory chip shortage.Currently, Nvidia is in a new product cycle, with its latest Vera Rubin AI system already being delivered to customers including Microsoft and OpenAI. Investors will focus on sales progress and supply conditions for the Rubin and Blackwell chip families, as well as the company's outlook for future AI computing power demand.Nvidia CEO Jensen Huang has previously stated that he expects the current product cycle based on the Blackwell and Vera Rubin architectures to generate cumulative sales of $1 trillion by 2027. The company will hold its earnings conference call at 5:00 PM ET. (CNBC)
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Amazon, Apple, Microsoft, and Dell Raise Prices Collectively; IDC Warns Global Memory Shortage May Persist Until 2027
Odaily News: The surge in AI computing demand has driven memory chip prices sharply higher, with upstream pricing pressure transmitting to downstream end devices. Recently, Amazon raised prices on multiple hardware products. Among them, the entry-level model with the highest sales volume in the Echo smart speaker series saw the largest increase, rising from $49.99 to $79.99 (approximately RMB 538), an increase of about 60%. The 16GB base version of the e-reader rose from $109.99 to $149.99 (approximately RMB 1,000), an increase of about 36%.Prior to Amazon's price hikes, tech companies including Apple, Microsoft, and Dell had already responded to cost pressures by raising product prices and reducing standard memory configurations in hardware. Market research firm IDC had previously warned that the global memory shortage may persist until 2027, and industry forecasts indicate that memory chip prices could peak in 2028 before gradually stabilizing and falling. (CCTV Finance)
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Nvidia Faces Major Earnings Test, Wall Street Expects Q2 Revenue to Exceed $92 Billion
Odaily News: Nvidia will release its second fiscal quarter earnings after the US stock market closes today. According to FactSet data, Wall Street expects the company's quarterly revenue to exceed $92 billion; market consensus cited by Cantor Fitzgerald projects Nvidia's third fiscal quarter revenue to reach $103.7 billion.With market expectations for Nvidia's performance already at elevated levels, this earnings report is seen as a critical test for the AI trade. CNBC's Jim Cramer stated that Nvidia's earnings have become "a referendum on the entire AI trade." Additionally, investors will closely monitor Nvidia's degree of dependence on hyperscale cloud providers such as Amazon, Google, and Microsoft. Over the past year, Nvidia has exceeded market expectations on multiple revenue metrics, yet its stock price has declined on the trading day following each earnings release. (CNBC)
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