Microsoft
Microsoft Corporation is an American multinational technology company that produces computer software, consumer electronics, personal computers, and associated services.
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Polymarket new: "Will the US government revoke public access to another major AI model?"
The PPP Prediction Market tool monitors that Polymarket has listed a new event: "Will the US government revoke public access to another major AI model?" The current probability is reported at 33%.The settlement rules state: If the US federal government, by the end of 2026, passes relevant legislation, issues an executive order, implements export controls, or takes any other action that substantially restricts US public access to a major AI model, the market outcome will be "Yes." Otherwise, the outcome will be "No." A "qualifying action" refers to a formal measure taken by the US government, the effect of which is equivalent to completely prohibiting the public from accessing a specific AI model within the United States. Furthermore, the settlement rules emphasize that regardless of the action's true purpose or nominal goal; if the action effectively results in the public being unable to access the model within the US—for example, prohibiting the model from being provided to foreign citizens or governments, as long as the general public cannot access the model through conventional channels within the US—it meets the qualification requirements. Merely excluding access to the model from a single channel is insufficient. Removals of public access that are not caused by any formal action of the US government are not eligible."Mainstream AI model" refers to the flagship, general-purpose large language model or multimodal foundation model developed by one of the following companies: OpenAI, Anthropic, Google (including Google DeepMind), Meta, xAI, Microsoft, Amazon, Mistral AI, DeepSeek, Alibaba, ByteDance, Moonshot AI, and Zhipu AI (Z.ai). Models designed for specific tasks, or those that are outdated, used solely for research or preview purposes, do not meet this criterion.The action can target a single model or a group of models, as long as at least one major AI model becomes inaccessible to the public within the US as a result. A temporary suspension of public access to a model meets this condition. However, if an action has been implemented or a related resolution has been issued, but the public can still access the model before the resolution takes effect, that action does not meet the condition.The information sources for this market are official announcements and information from the US government and the relevant AI companies. However, reliable media reports may also be referenced to form a consensus.The Odaily Seer Channel continues to monitor prediction markets, observing changes before prices are set.
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AI Frenzy Continues? US Tech Companies' Data Center Lease Commitments Hit a Record High of $850 Billion
The Kobeissi Letter, citing Bloomberg on X, stated, "US technology companies have committed a record $850 billion over the next few years for data center leases, an increase of $570 billion year-over-year, representing a 204% jump, and a sequential increase of $200 billion, or 31%."According to the report, Meta added $79 billion in new commitments in the first quarter of 2026, up 76% from the previous quarter, bringing its total commitments to approximately $183 billion. Microsoft added $41 billion in the same period, up 26% sequentially, bringing its total commitments to around $197 billion. Oracle leads with total commitments of approximately $250 billion, having locked in several key sites to fulfill its contract with OpenAI.
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Binance Adds 15 New bStocks Tokens as Margin Collateral
according to an official announcement, Binance CrossMargin, PortfolioMargin, and PortfolioMargin Pro have added 15 new bStocks tokens as qualified collateral assets, including Circle (CRCLB), Micron (MUB), NVIDIA (NVDAB), Sandisk (SNDKB), Tesla (TSLAB), SpaceX (SPCXB), Advanced Micro Devices (AMDB), iShares MSCI South Korea ETF (EWYB), Intel (INTCB), Strategy (MSTRB), Lumentum (LITEB), Meta (METAB), Microsoft (MSFTB), Palantir (PLTRB), and Invesco QQQ Trust (QQQB). The corresponding trading pairs are now available for margin trading. This feature is only available to VIP3 and above users in eligible regions, and loans are not currently supported.
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Microsoft announces $2.5 billion investment in new Applied AI division
Microsoft announced a $2.5 billion investment in a new "Applied AI Consulting and Solutions" division to help enterprises deploy and customize AI software more efficiently. The establishment of this division comes as many large enterprises face challenges in AI adoption, including complex configurations, difficulties in aligning with business scenarios, and unclear investment returns.Microsoft stated that the new team will focus on enterprise-level AI implementation, including model customization, system integration, and business process optimization, aiming to enhance the usability and commercial value of AI in real-world production environments. Market analysts believe this move further signals that AI competition is shifting from model capabilities to a new phase focused on "deployment and monetization capabilities." (TechCrunch)
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Microsoft Establishes New 6,000-Person Department to Assist Enterprises in Advancing Artificial Intelligence Deployment
According to Bloomberg, Microsoft announced the establishment of a new organization comprising 6,000 employees, specifically dedicated to assisting enterprises with the technical implementation and strategic deployment of artificial intelligence. This department will integrate engineering, corporate training, management, and industry expertise to provide customers with more systematic AI application support.
1011 Insider Whale Agent: AI Computing Power Transactions Are Shifting, Funds Moving from Memory Chips to Hyperscale Cloud Providers
According to Odaily, "1011 Insider Whale" agent Garrett Jin pointed out in a post that there has been a clear change in market structure this week, with funds within the AI industry chain being reallocated.Change 1: Signs of a cyclical peak in Memory chipsHe stated that Micron's stock price faced resistance and fell back around the $1250 level. Despite earnings results exceeding expectations, the stock price is still declining on increasing volume, displaying typical top-forming characteristics of "weakening after good news is priced in."Concurrently, capital is rapidly flowing out of the memory chip sector. DRAM-related ETFs are experiencing declines on heavy volume, and SK Hynix and Samsung Electronics in the South Korean market are also weakening. Data shows that foreign investors have withdrawn over 100 trillion Korean Won (approximately $650 billion) from the South Korean stock market in the past two months.Change 2: Funds rotating towards AI HyperscalersHe noted that the real direction for absorbing this capital is not small and mid-cap AI concept stocks, but rather the core cloud computing giants represented by Google, Microsoft, and Amazon.Last Friday, when the chip sector came under pressure, GOOG and MSFT had already stabilized on increased volume, and this week META has further strengthened this trend by rallying on high volume.Garrett Jin believes the logic behind this capital migration is the "token optimization trend." As more simple tasks are handled by low-cost models, value will gradually concentrate on the token-based billing cloud services and orchestration layers, rather than the foundational model layer. This also forms the core moat for hyperscale cloud providers. The current strategy should focus on catching up opportunities in hyperscale cloud names.
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Citrini analyst jukan: MediaTek reportedly locks in Meta as ASIC customer after TPU
: Citrini analyst jukan posted on X platform, stating that supply chain sources indicate MediaTek has essentially secured its second ASIC customer beyond Google. If nothing unexpected happens, this customer will be Meta, as previously rumored. Per its usual practice, MediaTek does not publicly comment on individual products, customer situations, or market rumors. Qualcomm currently seems to hold key major clients such as Meta, Microsoft, and ByteDance, but industry insiders believe that MediaTek is not at a disadvantage as it deepens its cooperation with Google and has the opportunity to lock in a second customer. According to semiconductor supply chain sources, based on the order prospects and generational transition pace of AI data centers and ASIC products from major cloud service providers, Google remains the most proactive and aggressive key client. MediaTek not only has two product codenames, Zebrafish and Humufish, but market information and industry insiders familiar with ASICs have confirmed that its participation in the v9 generation Triggerfish is almost certain. This implies that from late 2026 through 2028, and even extending to 2029, MediaTek can stably generate revenue from TPU mass production. Compared to Qualcomm's proposed 2029 cloud AI revenue target of $15 billion, MediaTek, holding multiple TPU ASIC orders, is only a matter of time before reaching the $10 billion level. The industry is also watching whether MediaTek can smoothly secure a second key cloud service provider as a major client. Combining earlier market information and recent supply chain confirmations, MediaTek is still actively cooperating with Meta on ASIC products, with the collaboration likely centered on AI accelerator chips. Meta has recently partnered with both Arm and Qualcomm, but those related products are aimed at CPUs. For its self-developed AI accelerator chips, there have been no clearer collaboration announcements. IC design industry insiders note that Meta’s recent cloud AI development strategy has indeed been relatively chaotic and unclear, with its internal chip development plans undergoing multiple adjustments. Even in the CPU domain, it has sought multiple partners and adopted different approaches. Regarding AI accelerator chips, although Meta has previously formally announced its cooperation plan with Broadcom, supply chain sources indicate this has not interrupted the ongoing cooperation plans between MediaTek and Meta. IC design industry insiders also emphasize that the cloud AI development roadmaps of MediaTek and Qualcomm remain distinctly different. MediaTek is concentrating all its resources on the ASIC business, while Qualcomm plans to advance both customization and standardization simultaneously, covering both AI accelerator chips and CPU product directions.
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WhiteBIT Launches TradeFi, Supporting Perpetual Contracts for Over 45 Traditional Asset Categories
European cryptocurrency exchange WhiteBIT has announced the launch of a new market category, TradeFi. Users can now trade over 45 perpetual contracts tied to the price movements of commodities, stocks, and ETFs within a crypto trading interface. TradeFi uses USDT as margin and settlement currency, enabling users to trade relevant contracts through a single WhiteBIT account. The underlying assets cover gold, silver, crude oil, natural gas, copper, as well as stocks like Apple, Microsoft, Nvidia, Tesla, Coinbase, Robinhood, and certain market ETFs. WhiteBIT stated that TradeFi instruments are offered through its perpetual contracts interface, and these products only track the price fluctuations of traditional assets. They do not represent actual trading or investment in the underlying assets, nor do they confer ownership, shareholder rights, or related entitlements.
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MGBX will list METAB (Meta), LITEB (Lumentum), and MSFTB (Microsoft) for spot trading
According to official sources, MGBX will list METAB (Meta), LITEB (Lumentum), and MSFTB (Microsoft) for spot trading on July 1, 2026 at 18:00 (SGT). Deposit opening time is July 1, 2026 at 16:00 (SGT). Trading opening time is July 1, 2026 at 18:00 (SGT). Withdrawal opening time is July 2, 2026 at 19:00 (SGT).
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Ondo Integrates with Uniswap, Enabling On-Chain Trading for Over 430 Tokenized Stocks and ETFs
Ondo Finance has announced the integration of its tokenized securities platform, Ondo Global Markets, with Uniswap. Over 430 tokenized stocks and ETFs on the platform are now simultaneously available on Ethereum and BNB Chain. Users can trade via the Uniswap interface or the UniswapX API.Compliant users can trade tokenized shares of companies such as SpaceX, Tesla, NVIDIA, Apple, Microsoft, and Amazon, as well as major ETF assets like SPY and QQQ, directly on-chain. Trades leverage UniswapX to benefit from optimal liquidity routing, MEV protection, and gas-free transactions. All wallets and protocols integrated with the UniswapX API can support Ondo's full suite of tokenized securities without requiring additional development. Data shows that since its launch in September 2025, Ondo Global Markets has covered over 430 tokenized securities, with its TVL surpassing $1 billion and cumulative trading volume exceeding $20 billion.
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Analysis: Tightening spending impacts growth expectations for OpenAI and Anthropic, AI industry shifts toward cost-efficiency era.
As companies begin to reassess the return on AI investment, the industry is shifting from a "tokenmaxxing" high-consumption model to prioritizing efficiency, placing new constraints on the growth of AI large model developers. Multiple enterprises have started to cut or optimize model call costs. For example, the CEO of AI startup Lindy stated that they have switched 100% of traffic from Anthropic's Claude model to the lower-cost DeepSeek, expecting to save millions of dollars in expenses within a few months.This shift reflects tightening corporate AI budgets. The previous "unlimited use of model resources" tokenmaxxing model is gradually being replaced by cost control and ROI orientation. Some companies have even implemented tiered budgets for AI tool usage; for instance, Uber has set monthly spending caps on internal AI expenditure.Analysts point out that as enterprises move from "expanding usage" to "refined calling," the high-growth model that OpenAI and Anthropic previously relied on is facing challenges. Industry data still shows strong growth: Anthropic's annualized revenue is approximately $47 billion, while OpenAI's run rate is close to $25 billion. However, the market is beginning to focus on the sustainability of this growth.Meanwhile, model calling methods are evolving. Technologies like "model routing" are emerging, using lower-cost models to perform simple tasks in place of high-end models to optimize overall computational costs. Industry competition is also intensifying, with Microsoft, Amazon, and Google all accelerating the launch of low-cost AI models and enterprise-level tools, further compressing price margins. Against the backdrop of increasingly rationalized enterprise AI spending, major AI model companies may face a situation of "slowing growth expectations" coexisting with "IPO window pressure." (CNBC)
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“Cordyceps” CI/CD Supply Chain Vulnerability Pattern Exposed, Affecting Code Repositories of Microsoft, Google, and Others
Cybersecurity firm Novee, in its latest research, revealed a CI/CD supply chain vulnerability pattern dubbed “Cordyceps,” primarily involving command injection, authentication logic flaws, artifact poisoning, and privilege escalation within GitHub Actions workflows. According to the report, unauthenticated users can exploit these vulnerabilities under specific conditions to hijack workflows, steal credentials, or gain control of code repositories.
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LinkedIn Co-Founder: xAI Is “a Disaster”; SpaceX “Buys Its Way” into the AI Race
Reid Hoffman, co-founder of LinkedIn and investor in Anthropic and OpenAI, recently shared his views on the “Pioneers of AI” podcast, offering assessments of several AI companies. Hoffman bluntly stated that SpaceX “is not an AI company,” describing its acquisition of Cursor and other moves as “buying relevance with money,” and labeled xAI as “a complete disaster”—all 11 of xAI’s original co-founders have departed, the company has undergone three reorganizations, and its flagship model Grok consistently lags behind competitors in benchmark tests. Regarding the U.S. government’s order—citing export controls—for Anthropic to delist its Fable and Mythos models, Hoffman expressed strong concern, criticizing the government’s approach as “authoritarian and principle-free,” and pointing out the stark asymmetry in regulatory standards applied to Anthropic versus OpenAI. Furthermore, Hoffman argued that Anthropic and OpenAI are not engaged in zero-sum competition; rather, each holds distinct advantages—in coding, design, legal frameworks, and consumer-facing applications—and both stand poised to become “infrastructure-level” companies in the AI era. He also announced his resignation from Microsoft’s board to fully dedicate himself to Manas AI, an AI-driven drug discovery company.
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Serenity’s In-Depth Analysis of Tech Giants’ AI Strategies: Amazon’s Path Forward Looks Promising; Microsoft and Meta Must Justify Their Capital Investments
Serenity, dubbed the “White-Haired Stock God,” stated in a post that the market should not interpret AI-related capital expenditures by large tech companies as “funds being siphoned away.” Rather, these investments are more accurately described as laying the groundwork for substantial future revenue growth or margin expansion. Serenity currently favors Amazon most highly, viewing it as one of the clearest examples of AI transformation among hyperscale cloud providers. Amazon may leverage large language models to achieve autonomous delivery, warehouse robotics, and automation across logistics and transportation—thereby lowering operational costs. Meanwhile, Amazon is also expanding its AWS compute infrastructure to drive revenue growth and, potentially, enter the AI chip sales market via its in-house Trainium chips. Serenity ranks Google second among tech giants in AI strategy, noting its AI capital spending aims primarily to defend the moat around its search business. Additionally, Google Cloud’s TPU-based compute advantage gives it chip commercialization potential comparable to NVIDIA’s GPUs. Regarding Microsoft and Meta, Serenity says both firms still need to demonstrate to the market the necessity of their massive AI capital outlays. Microsoft’s recent sentiment has been weak, partly due to delays in its in-house AI chip Maia and the impact on AI development pace stemming from its partnership with OpenAI.
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Gate Stocks Launches 24/7 Trading for US, Hong Kong, and Korean Stocks, Supporting Fractional Shares from as Low as 0.01 Units
Odaily Odaily, According to an official announcement, Gate Stocks has officially launched 7×24 trading services for US, Hong Kong, and Korean stocks. Building on pre-market, regular, and after-hours trading, the platform now further supports overnight and weekend trading, breaking through the traditional securities market's time restrictions. This makes it one of the first platforms in the industry to offer round-the-clock coverage across the US, Hong Kong, and Korean stock markets, providing users with a more flexible and efficient global stock trading experience.Currently, Gate Stocks has established a global stock trading system covering the three core markets of the US, Hong Kong, and Korea. It supports over 10,000 US stocks and ETFs, more than 1,500 Hong Kong stocks, and over 1,000 Korean stocks, covering a total of more than 12,500 stocks and ETF assets worldwide. This includes globally representative listed companies such as Apple, Nvidia, Microsoft, Tencent Holdings, Xiaomi Group, Samsung Electronics, and SK Hynix. Users can participate in global stock investment using USDT via a unified account, enjoy stock dividend rights, and benefit from fractional share trading starting from as low as 0.01 shares, further lowering the threshold for global asset allocation.At the same time, Gate Stocks has been fully integrated into the platform's VIP tier system. Users can upgrade to VIP by holding a position of $2,000 or more, thereby enjoying stock trading fees as low as 0.023% and access to a dedicated 1V1 account manager service. In the future, Gate will continue to expand its global market coverage and improve its multi-asset trading service system, aiming to build a more open, convenient, and efficient one-stop investment platform for users worldwide.
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Microsoft Reveals New Encrypted Clipboard Trojan Threat: Can Spread Covertly and Hijack Cryptocurrency Wallet Addresses
Microsoft’s Threat Intelligence Team has disclosed a Windows clipboard cryptojacking trojan that has been active since February 2026. This malware employs a combination of “worm-like propagation,” “clipboard hijacking,” and “Tor-based anonymous communication” to target cryptocurrency users.
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Microsoft Expands Its China Business Using OpenAI Models; ByteDance’s Annual AI Spending May Exceed $1 Billion
According to Bloomberg, citing informed sources, Microsoft has built a substantial business by selling OpenAI models to Chinese enterprises, despite intensifying U.S.-China competition in the field of artificial intelligence. ByteDance has been one of Microsoft’s largest AI customers in recent years, primarily using OpenAI models.
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Serenity: AMD is Actively Securing CW Laser Supply, Potentially Signaling Emerging Upstream Supply Bottlenecks
Serenity stated in a post that a TrendForce report indicates AMD is securing CW laser supply through multiple major purchase orders, which could mean that related supply bottlenecks are beginning to emerge. Serenity noted that remaining independent production capacity in the Western supply chain is limited, with little room beyond SIVE, AAOI, and potentially Macom, especially after Lumentum and Coherent signed multi-year agreements with NVIDIA, further locking in that capacity. Serenity also stated that Lumentum has already been constrained by CW laser supply and may be sourcing from Japanese companies such as Sumitomo and Furukawa, which could themselves be near full capacity; after NVIDIA and AMD signed long-term agreements, hyperscale cloud service providers like Amazon and Microsoft may also attempt to lock in capacity.
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IREN Acquires Spanish AI Data Center Developer Nostrum, Enters European Market
IREN, an AI infrastructure company transformed from a Bitcoin mining firm, has announced the acquisition of Spanish AI data center developer Ingenostrum, S.L., also known as the Nostrum Group, officially entering the European market.The transaction adds approximately 490 megawatts of secured, grid-connected power resources for IREN and brings a pipeline of AI data center development projects in Spain. The Nostrum team comprises over 50 employees covering development, engineering, construction, and operations.IREN stated that Europe is one of the largest and fastest-growing AI infrastructure markets globally, and Spain, with its abundant renewable energy and strong fiber-optic connectivity, serves as a key gateway to enter the European market.This acquisition is also the latest move in IREN's transformation from a pure Bitcoin mining company into a global provider of AI and high-performance computing infrastructure. This follows IREN's recent announcement to build an 800-megawatt data center campus in South Australia, as well as signing a multi-billion dollar AI cloud agreement with Microsoft and establishing a partnership with Nvidia. Following the news, IREN's stock price rose nearly 4% on Monday to approximately $62.
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Microsoft CEO: Every company in the future must build both human capital and token capital
Microsoft Chairman and CEO Satya Nadella published a lengthy post on X titled "A frontier without an ecosystem is not stable."In the post, Nadella stated that every company in the future must build two forms of capital — Human Capital and Token Capital. Human capital encompasses employees' knowledge, judgment, networks, creativity, and pattern recognition abilities, while Token Capital refers to the AI capabilities that a company owns and constructs.More importantly, as Token Capital grows, human capital does not depreciate in value; on the contrary, it becomes even more critical. Human initiative will be the core driving force behind the growth of Token Capital. Humans are responsible for setting ambitious goals, connecting information across domains, building relationship networks, and identifying truly important patterns. Without human guidance, computational power merely runs in circles. Therefore, the real opportunity does not lie in choosing which model is best, but in building a learning loop around the model, allowing human capital and token capital to compound and grow together.