Microsoft
Microsoft Corporation is an American multinational technology company that produces computer software, consumer electronics, personal computers, and associated services.
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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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JPMorgan: Marvell CY28 EPS Seen at $11, 14% Above Consensus
According to Chaoxiang Research, a JP Morgan research report dated August 24, 2026, indicates that Marvell Technology's calendar year 2028 EPS is projected to reach $11, representing a 14% upside over the current market consensus of $9.64. JP Morgan reiterates its overweight rating with a $240 target price, citing the commercialization of its custom chip collaboration with Google, the ramp-up of AWS Trainium 3, and a strong order book for Microsoft's Maia XPU. The fact that all three major cloud providers are now on its customer list shows that the market has not yet fully priced in its full-stack capabilities spanning optical communication DSPs, XPU ASICs, and switch chips. JP Morgan forecasts that Marvell's Q2 FY2027 (July quarter) earnings will land in line with or slightly above expectations, driven by robust demand for 1.6T/800G optical communication DSPs and continued customer adoption of the Teralynx 10 switch. Revenue guidance for Q3 FY2027 (October quarter) is expected to approach $3.1 billion, surpassing the market consensus of $3.028 billion, with the data center segment seeing sequential growth of 16% to 18%. The guidance calling for a 55% year-over-year increase in calendar year 2027 data center revenue is highly likely to be revised upward, as the Google partnership validates Marvell's strategic value within the cloud vendor custom chip ecosystem. Key risks include AI capital expenditure trends, ASIC competition, and customer concentration.
Agentwood Studios
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摩根大通
Microsoft derives approximately 70% of its AI business revenue from OpenAI, with clients still highly concentrated in the tech industry
Microsoft's major AI business clients remain primarily concentrated among technology companies. In its most recent fiscal year, approximately 70% of its AI business revenue—amounting to $24.1 billion—came from OpenAI.Additionally, other key Azure AI clients include ByteDance, Meta, Adobe, Perplexity, Sierra, as well as Ant Group, Meituan, and Tencent. Among these, as of June this year, ByteDance's annualized spending on Microsoft's cloud platform is estimated to exceed $1 billion, while Meta spends several hundred million dollars annually.Although Microsoft has previously disclosed that its AI model marketplace has around 100,000 customers, the bulk of its revenue still comes from a small number of large tech and AI companies, which may indicate that AI has yet to achieve large-scale commercial adoption across the broader economy. (Bloomberg)
June
High yields on AI data center bonds attract "junk bond" investors; institutions scramble for highly rated infrastructure assets.
According to Bloomberg, as investment in AI infrastructure continues to intensify, data center developers are attracting an increasing number of "junk bond" investors to financing deals, even though some of the bonds themselves have already achieved investment-grade ratings. For example, data center operator QTS Realty Trust issued $3.9 billion in bonds this week to fund data center construction for its Microsoft-related projects. Although this issuance received investment-grade ratings, its yield stands at approximately 7.23%, exceeding the returns typically offered by some medium-grade junk bonds. Additionally, BlackRock also issued high-grade bonds in July for its data center project in Texas, with a yield of 7.53%.
贝莱德
Nvidia AI Servers May See Price Hikes of Over 15%, Affecting Vera Rubin and Grace Blackwell
Odaily News: Nvidia has informed some of its major customers that, due to the continued rise in memory chip costs, server prices for systems equipped with its AI chips will increase by more than 15% in most cases. The price hike is expected to apply to systems beginning shipments in early 2027, involving products such as Vera Rubin and Grace Blackwell. The exact increase will depend on the chip generation and memory configuration. Manufacturers that produce servers for major data center operators like Microsoft, Google, and Oracle have recently notified customers of the price increases. (Bloomberg)
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About 130 US Data Center Projects Valued at $130 Billion Facing Delays or Pushback, OpenAI and Meta Ramp Up Community Outreach
Odaily News: As concerns grow across the United States over AI data centers' water usage, electricity consumption, and impact on local infrastructure, tech companies such as OpenAI and Meta are adding community relations staff to reduce the risk of local opposition to data center projects. A Gallup survey shows that about 70% of Americans oppose the construction of data centers in their areas, and in the first three months of this year, at least 75 data center projects with a total value of approximately $130 billion were blocked or delayed due to local opposition.Among them, OpenAI is hiring a head of community engagement to mitigate opposition to its data center projects in Ohio and Georgia, while Meta is recruiting a community engagement manager to build relationships with local officials and school districts. Additionally, OpenAI announced this week that it is investing $40 million to establish a community fund in Ohio, Meta has spent millions of dollars on advertising campaigns promoting data centers, and Microsoft has stated it will no longer seek local tax incentives for new data center projects. (Bloomberg)
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Pennsylvania Signs Executive Order to Strictly Regulate AI Data Centers, Requires Developers to Bear Power Grid Costs
According to Decrypt, Pennsylvania Governor Josh Shapiro signed an executive order (Executive Order 2026-05) on August 19, imposing new restrictions on large AI data centers with peak power demand exceeding 25 megawatts. Key measures include: removing data centers from the state Permit Fast Track Program; requiring developers to bear the additional costs caused to the grid without passing them on to ordinary users; prohibiting state government agencies from signing confidentiality agreements regarding data center projects; establishing a public map of proposed facilities; and requiring operating data centers to report energy and water consumption annually starting from July 2027. Shapiro stated that there are currently over 100 data center projects proposed in Pennsylvania, but only 20 have submitted environmental permit applications. Earlier in March this year, tech giants such as Amazon, Google, Meta, and Microsoft had already promised at the White House to bear the costs of new power infrastructure required for data centers themselves.
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Google plans to spend $10 million to purchase Spirit Airlines corporate data to improve its AI models
Odaily News, Google has agreed to purchase the corporate data of bankrupt Spirit Airlines for $10 million to improve its products and AI models. The relevant data includes internal emails, Microsoft Teams messages, spreadsheets, calendars, booking and frequent flyer records, as well as marketing, operations, and human resources information. Google stated that it has already removed personally identifiable information before obtaining the data and will not acquire personal information through this deal.Spirit Airlines ceased operations in May this year and is currently selling its remaining assets through bankruptcy proceedings. Additionally, the transaction still requires approval from the U.S. bankruptcy court, with a hearing scheduled for Wednesday. (Decrypt)
Decrypt
Former Bitcoin Miner IREN Completes First Milestone of $9.7 Billion Microsoft AI Contract
According to Cryptopolitan, former Bitcoin mining company IREN announced the completion of the first milestone of its $9.7 billion, five-year contract with Microsoft — the official delivery of the Horizon 1 facility located in Childress, Texas. The facility is 50 megawatts in scale, equipped with Nvidia GB300 systems and direct chip-level liquid cooling technology, and has received the Exemplar Cloud certification awarded by Nvidia. Under the contract terms, Microsoft will complete GPU acceptance verification within five days; upon approval, IREN can commence monthly billing, with expected annualized revenue of approximately $1.94 billion after all four Horizon facilities go online. IREN plans to complete the deployment of all four phases totaling 200 megawatts by 2026, expand AI cloud computing power to 1.2 gigawatts by 2027, simultaneously exit the Bitcoin mining business, and target a full-year AI cloud revenue run rate exceeding $4 billion.
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Node AI
Binance will support the distribution of AMAT and MSFT cash dividends via bStocks.
According to Binance's official announcement, Binance will support cash dividends for Applied Materials (AMAT) and Microsoft (MSFT) to be distributed to holders of AMATB and MSFTB in the form of bStocks. After deducting withholding tax and related fees, the dividends will be reinvested and returned in the form of corresponding bStocks tokens. The snapshot time is 00:00 on August 20, 2026 (UTC), and users holding AMATB or MSFTB at that time are eligible to participate. The AMATB/USDT and MSFTB/USDT trading pairs will remain unaffected; however, deposit, withdrawal, and 1:1 token conversion services will be suspended at 23:30 on August 19, 2026 (UTC) and will resume after the distribution is completed.
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U.S. tech giants' AI infrastructure spending is expected to reach $740 billion this year, with high interest rates posing a major risk to AI stock gains
Odaily News: Alphabet, Amazon, Meta, and Microsoft are expected to spend a combined $740 billion on AI computing infrastructure in 2026, potentially rising to $1 trillion by 2027. As capital expenditures grow rapidly, some tech giants are shifting from relying on their own cash flow to debt and equity financing, while persistently high U.S. long-term interest rates are becoming a key risk to AI stock valuations.Among them, Alphabet reported its first negative free cash flow since going public in the second quarter, while Amazon's free cash flow is projected to be -$23.5 billion and -$36.2 billion this year and next, respectively. However, earnings at AI-related companies remain strong, with S&P 500 information technology sector profits expected to grow 71% year-over-year in the second quarter. The market believes that if corporate earnings and the economy continue to show resilience, high interest rate pressures may still be absorbed, but if rates rise rapidly, high-valuation AI and tech stocks will be more vulnerable to shocks. (Bloomberg)
DefiLlama delays mobile app launch due to phishing impersonators on Apple's App Store
Odaily News, DefiLlama founder 0xngmi, of the crypto data analytics platform, stated that the team spent months asking Apple to remove phishing apps impersonating DefiLlama from the App Store, which delayed the mobile app's launch until all such counterfeit apps had been removed. 0xngmi noted that after the team downloaded one of the malicious apps and documented a small crypto wallet being stolen, Apple removed it within days. In 2024, the App Store also saw counterfeit apps impersonating Rabby Wallet and Curve Finance; in November 2023, a fake Ledger Live app on the Microsoft Store siphoned off $588,000 across 38 transactions. (Cointelegraph)
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US retail investors bought $27 billion worth of Nvidia over the past year, ranking first among the "Magnificent Seven".
Over the past year, retail investors cumulatively purchased approximately $27 billion in NVIDIA stock, far exceeding other "Magnificent Seven" companies. Tesla and Microsoft followed with retail purchases of approximately $15 billion and $9 billion respectively, while NVIDIA remains the primary AI trading target for retail investors.
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Microsoft Excel's COPILOT function will no longer be supported on September 14.
Microsoft Excel's COPILOT function will cease support on September 14. This feature allows users to describe requirements in natural language and invoke Copilot to generate results. It was tested for Frontier and Insider users in August last year and was originally planned to launch in January 2027. Microsoft decided to deprecate it because Copilot already has multiple interaction entry points, such as floating action buttons and sidebars, and does not recommend users use this function for numerical calculations.
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Microsoft removes Mico from Copilot Voice and transfers him to the Learning Center as a tutor.
Microsoft has removed the anthropomorphic chatbot Mico from Copilot voice features and moved it to the Learn Live learning center to serve as a "tutor". The support page states that the interaction experience accumulated by Mico is shaping the future direction of Copilot, and Copilot voice interaction features remain available. Mico was launched in October 2025, enabled by default in voice mode, and previously included an Easter egg where clicking turns it into Clippy.
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