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#Microsoft
Oct 29Thu
  1. TechCrunch · AI58

    Microsoft hits 10 quarters of record-breaking revenue in a row

    Microsoft reported record quarterly revenue of $92.3 billion, up 19% year over year, marking its 10th consecutive quarter of record-breaking revenue, with net income of $36.6 billion, up 32% on a GAAP basis. Microsoft Cloud revenue reached $63.9 billion, up 30%, including $33.2 billion from Azure and $10 billion from OpenAI, while Devices and Consumer revenue fell 3% to $15.5 billion and Windows OEM and devices revenue dropped 22%. Commercial remaining performance obligation rose 73% to $677 billion, and capital expenditures topped $45.2 billion, another quarterly record.

  2. TechCrunch · AI62

    Microsoft recorded $10 billion in revenue from OpenAI

    Microsoft said in a regulatory filing that it generated $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ended September 30—nearly 11% of its $92.3 billion total quarterly revenue. Revenue from OpenAI reached $24.1 billion for the full 2026 fiscal year, and Microsoft reported $7.2 billion in outstanding receivables from OpenAI at the end of September, up from $6 billion at the end of June. Microsoft's ownership stake in OpenAI declined slightly from about 25% in June to 24% in September.

  3. TechCrunch · AI58

    Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion

    Microsoft reported Azure revenue of $33.2 billion for the July–September quarter, up 48% year over year, marking the first time it has disclosed Azure's quarterly revenue in dollars. Alphabet said Google Cloud brought in $30.7 billion in the same quarter, slightly below Azure but growing about twice as fast. Azure accounted for roughly 36% of Microsoft's $92.3 billion in quarterly revenue and came in about $850 million above the $32.3 billion analysts expected.

  4. The Verge · AI29

    Microsoft is ending Copilot support on smart TVs

    A notification on LG TVs states that Microsoft has decided to end Copilot functionality on all TVs, with the feature scheduled for discontinuation during 2026 and a specific date subject to Microsoft's timeline. The news follows LG and Samsung's CES 2025 announcement that their smart TVs would include Copilot access, and comes after Microsoft repositioned Copilot as a business and productivity tool with a new "super app."

Oct 28Wed
  1. The Verge · AI58

    Voters in Texas agree: They hate data centers

    A broad Texas coalition called We the People Texas, spanning Republicans, Democrats, and independents, is pushing to stop or stall data center construction, citing water use, tax subsidies, and new power infrastructure; an August poll found 57 percent of Texans oppose data center construction. Gov. Greg Abbott has shifted to requiring operators to cover infrastructure costs and pausing some permits, while candidates in the governor's and Senate races try to distance themselves from the industry. Data centers in Texas consumed about 25 billion gallons of water last year, and the state's tax exemption is estimated to cost $3.2 billion in lost sales tax revenue over two years.

  3. Hacker News AI62

    Microsoft offers voluntary buyouts as AI leads to efficiency push

    Microsoft is offering voluntary exit packages to U.S., Canada, India and U.K. employees at experience level 70 or below, with about 60,000 people eligible, roughly 27% of its 223,000-person workforce. The move comes as Microsoft ramps up data center spending for AI computing demand, with September-quarter capital expenditures expected to exceed $50 billion, up from $34.9 billion a year earlier. Employees must decide in early December and those participating will leave on Dec. 31.

  4. Big Technology38

    The Big Technology Guide To: Enterprise AI

    Big Technology's first guide to enterprise AI surveys the market opportunity, the major labs (Anthropic, OpenAI, Google) and cloud players, the layers of the enterprise AI stack, build-versus-buy decisions, data and harness needs, and governance gaps. It cites Gartner findings that only 13% of CIOs report significant value from AI and that 71% of organizations expect to deploy agents within a year while just 21% have agentic governance in place, alongside Anthropic's growth from 1,500 to 11,900 customers paying over $100,000 per year between December 2025 and June 2026. It concludes that closing the "capability overhang" will depend on data practices, process redesign, and cultural readiness.

  5. Hacker News AI42

    Satya Nadella Rethinks Whether More Powerful AI Is Safer

    Microsoft CEO Satya Nadella said on the 20VC podcast that he no longer believes alignment will automatically emerge as AI systems become more capable, calling it "a harder, different problem." He previously argued in an October 10 post on X that companies should treat AI models as insider threats and surround non-deterministic models with deterministic system design, human controls, and reliable operating procedures.

Oct 27Tue
  1. TechCrunch · AI38

    Meta AI director Rohit Patel leaves to take on Microsoft Office and Google Workspace

    TechCrunch reports that Rohit Patel, a former director at Meta Superintelligence Labs, has left Meta after eight years to launch Ndoc, an AI-native workspace pitched as a replacement for Microsoft Office and Google Workspace. Ndoc combines a Stage tab for presentations and dashboards, a Narrative tab for analyses and citations, and a Model tab housing datasets and Python scripts, and is built on a mixture of open source models. Patel plans to open-source the ".ndoc.html" export format, and Ndoc is now running an enterprise pilot with a limited alpha and a beta planned for the coming weeks.

  2. MIT Technology Review · AI22

    Industrial Intelligence: The next growth opportunity for manufacturing

    This Microsoft-sponsored piece argues that manufacturers hold untapped "industrial intelligence"—accumulated know-how, operating practices, production data and business understanding—and that connecting it to physical operations via Physical AI can turn experience into scalable capability. It cites Toyota Industries cutting paint-defect analysis cycles from five days to under four hours (with a pilot reducing relevant defects by about 25%) and Rockwell Automation's Singapore plant using a maintenance copilot to cut new-worker troubleshooting training from nine months to three. It stresses responsible deployment through defined authority, safety boundaries, decision records and human intervention.

  3. AWS Machine Learning Blog34

    Fleet-wide computer vision lifecycle at the edge with SageMaker SDK v3

    This post updates a 2023 MLOps pipeline pattern for visual quality inspection to Amazon SageMaker Python SDK v3, replacing the deprecated SageMaker Edge Manager with SageMaker Neo for edge optimization. It describes a dual-branch SageMaker Pipeline that trains an anomaly detector and a defect classifier per camera, gates models on their exported ONNX artifacts, compiles them with Neo, and registers them with camera metadata, while a Step Functions and DynamoDB semaphore layer paces fleet training. The sample deploys via AWS CDK and a full synthetic-data run costs about $0.07 in compute.

  4. The Verge · AI62

    Microsoft offers buyouts to 60,000 employees

    Microsoft is offering voluntary buyouts to up to 60,000 employees in the US, UK, Canada, and India, according to a memo from chief people officer Amy Coleman, as the company seeks to trim staff without another round of layoffs. Sources told The Verge that teams including AI experiences, Copilot, CoreAI, Windows + Devices, Xbox, finance, and HR are eligible, while marketing, commercial business, discovery and quantum, and security teams are not. Microsoft says the offer is not based on age, length of service, or performance, and it follows layoffs of 4,800 employees months earlier.

Oct 25Sun
  1. TechCrunch · AI40

    The AI graveyard: a running list of projects and startups that didn’t make it

    This roundup catalogs AI products, startups, and corporate initiatives that shut down, pivoted, or missed expectations, including Relay, Character.ai, OpenAI's Atlas browser and Sora, Apple's delayed Siri, Microsoft's Recall, Notion Mail, Humane AI Pin, Rabbit R1, Huxe, Yupp, and Figgs AI. It cites S&P Global Market Intelligence's figure that about 42% of AI initiatives are ultimately abandoned by their corporate parents, attributing failures to insufficient funding, technical challenges, competition, scaling difficulty, or weak demand.

Oct 23Fri
  1. Latent Space70

    [AINews] Black October

    AINews recaps a roughly 48-hour wave of critical vulnerability disclosures and breaches, including an unauthenticated RCE in PHP, a CVSS 10 GitLab flaw, a compromised LiteLLM release, weak eMudhra CA keys, and exposed patient data at Quest Diagnostics. Microsoft attributes the ConnectWise supply-chain compromise to China-aligned Storm-0940, which used the open agentic pentest framework ARTEX against 2,250+ Microsoft 365 tenants, and Anthropic's deputy CISO warns things will get worse before they get better. The issue also covers METR/Redwood's embedded evaluation of OpenAI's misalignment monitoring, new open models such as MiniMax M3.1 Flash and Carbon-X, and benchmark results from AA's Coding Agent Index v2.0 and CritPt v2.

  2. Hugging Face Blog62

    Turning Database Grading into RL Rewards: Post-Training Agents with ThinkingBox

    Microsoft and Hugging Face describe using ThinkingBox's executable terminal-database-state checks as binary rewards to fine-tune Qwen3.8-27B with GRPO for 50 steps on an offline-selected pool of 187 tasks, raising pass@1 from 51.70% to 60.78% and tasks passing all 20 attempts from 38 to 107 on the 507-task ThinkingBox-Bench, while pass@20 dipped slightly from 453 to 446. The post details offline policy-relative difficulty selection via Jeffreys posteriors, the reward loop, cost-per-dependable-task falling from $24.36 to $8.00, and releases the training stack in microsoft/thinkingbox-training.

    Why it matters: It offers a concrete, reproducible recipe for converting stateful agent grading into RL rewards, plus an honest account of the repeatability-versus-coverage tradeoff.

  3. TechCrunch · AI66

    Microsoft’s Mustafa Suleyman says its AI outperforms doctors on hard cases as he chases ‘medical superintelligence’

    A study published Thursday in Science found that Microsoft's MAI-DxO system, which coordinates several AI agents acting like a panel of doctors, correctly diagnosed complex New England Journal of Medicine cases 83% of the time in a simulation, versus 36% for primary care doctors and general internists working individually with reference materials. Microsoft AI CEO Mustafa Suleyman called the result a step toward "medical superintelligence," and the company is working with the Mayo Clinic on a healthcare foundation model planned for next year and with Beth Israel Deaconess Medical Center to evaluate DxO's clinical reasoning in real hospital settings.

  4. AWS Machine Learning Blog58

    Announcing new ways to customize models with SageMaker AI, without managing GPUs

    AWS announced the general availability of training sessions in Amazon SageMaker AI serverless model customization, letting customers write and coordinate their own post-training loop, including custom loss functions and reward signals, while SageMaker AI handles GPU allocation, distributed execution, fault recovery, and checkpoint storage. The sessions support techniques such as SFT, DPO, RLVR, RLAIF, and multi-turn RL, with LoRA or full fine-tuning, and are available with support for gpt-oss-20b, gemma-4-31B-it, Qwen3.6-27B, and Qwen3.8-27B. Customers can start via the SageMaker Python SDK and cookbook or in SageMaker Studio, with data kept in their own S3 buckets and IAM, KMS, and VPC controls.

  5. The Verge · AI73

    Microsoft says its AI tool is better than doctors at diagnosing conditions

    Microsoft claims its AI-powered Diagnostic Orchestrator, built on multiple AI agents and powered by OpenAI's GPT-5, achieved about 83% diagnostic accuracy on cases from New England Journal of Medicine reports versus roughly 36% for generalist physicians with references, and 80% versus 47% on emergency department cases from Beth Israel Deaconess Medical Center, according to findings published in Science. The system, tested only on past medical cases, has not been validated in real clinical settings, and Microsoft says hospital testing with Beth Israel is expected to begin in the next couple of months.

  6. TechCrunch · AI64

    Chinese hackers spied on thousands of companies after breaching IT giant ConnectWise

    Microsoft researchers say China state-aligned hackers breached ConnectWise's cloud backup service, stealing application credentials that let them log into customers' Microsoft-hosted environments as authorized users and access emails and other files. The hackers used AI agents, including the open source ARTEX framework, to attempt sign-ins against around 2,250 organizations at nearly 3,000 attempts per minute, a speed Microsoft says leaves defenders little time to detect and respond. ConnectWise said it has paused access to its cloud backup system, is investigating, and as of Thursday was working on restoring the service.

  7. Microsoft Research58

    Flint-interactive: A language for creating interactive data visualizations

    Microsoft Research introduces Flint-interactive, a language built on Flint that lets agents and developers create interactive data visualizations using high-level semantic events and update operators rather than low-level visualization code. Flint's compiler resolves raw triggers like clicks and drags into semantic events and translates update operators into rendered canvas changes, aiming to improve reliability and reduce generation cost. It supports presets such as linked-brush, a programming API for bespoke interactions, and connections between charts, tables, text, and application state.

Oct 22Thu
  1. Microsoft Research78

    Solving a 31-year-old grand challenge in mathematics – the KLS conjecture

    Microsoft researcher Xinzhi Zhang and a collaborator proved the Kannan–Lovász–Simonovits (KLS) conjecture, proposed in 1995, showing that for log-concave distributions the best hyperplane cut is within a universal constant of the best cut of any shape regardless of dimension. The proof emerged from a human-directed agentic process exploring more than 100 candidate approaches, and was followed by independent parallel proofs and a Lean 4 formalization. The authors say unguided attempts with leading AI models using a similar token budget fell short, while the success depended on both AI capabilities and researchers' mathematical judgment.

    Why it matters: It documents a major open problem's resolution and offers a concrete account of how human-guided AI search contributed to a mathematical proof.

Oct 21Wed
  1. NVIDIA Blog58

    NVIDIA Confidential Computing Expands, Enabling Frontier Model Builders to Securely Scale Across Global Infrastructure

    NVIDIA is expanding its Confidential Computing portfolio with Confidential Bare Metal, a deployment option that lets frontier model builders run sensitive workloads on dedicated third-party infrastructure while retaining control of their models and data. The offering joins Confidential Containers and Confidential Virtual Machines in a converged security architecture, with support extending to NVIDIA Grace Blackwell NVL72, HGX Rubin NVL8 and DGX Rubin NVL8 systems. Cohere plans to integrate Confidential Bare Metal into Cohere Model Vault, and Google Cloud is extending support to A4X Max instances powered by NVIDIA GB300 NVL72 systems.

  2. Microsoft Research12

    Called to serve: Tech, research, and positive impact

    In this Microsoft Research Podcast episode, principal technical program manager Weishung Liu interviews Chris White, director of Microsoft Research's Catalyst Lab, about his path from a Harvard postdoc to leading advanced tech operations in Afghanistan after a DARPA summer program, and later developing dark-web search tools used to combat human trafficking. They discuss the role of problem selection in innovation, humility and service, and how he stays hopeful after seeing the darkest parts of humanity.

Oct 20Tue
  1. GitHub Blog · AI & ML34

    How to continue a GitHub Copilot app session in VS Code

    This GitHub tutorial explains how to open a GitHub Copilot app session in VS Code so its conversation, diff, and worktree carry over, letting you review changes line by line, edit by hand, run tests locally, and push updates to the session's pull request. It lists prerequisites and walks through each step, including prompting Copilot further from the sidebar and committing with normal Git commands.

Oct 16Fri
  1. Microsoft Research58

    Proof-based general-purpose computing with Magnetar

    Microsoft Research introduces Magnetar, a zero-knowledge virtual machine that proves execution of RISC-V programs written in Rust, Go, or C, running 10 to 39 times faster on average than the fastest comparable zkVMs across 15 benchmarks and verifying proofs in about 12 milliseconds. Magnetar's security rests only on standard hash functions such as SHA-256 or SHA-3, requiring no elliptic curves, lattices, special-purpose hash functions, trusted setup, or unproven conjectures. It builds on more than a decade of Microsoft Research work including Spartan, Phalanx, Nova, Brakedown, Lasso, Jolt, and BinarySpartan.

Oct 14Wed
  1. GitHub Blog · AI & ML34

    GitHub’s model for secret detection: Finding more secrets with less noise

    GitHub describes a two-stage secret scanning pipeline that uses regex candidate generation followed by a fine-tuned ModernBERT classifier that reads each candidate alongside its file path, variable names, and surrounding code. Compared with its previous LLM-based pipeline, GitHub reports 11.5% higher repository owner-weighted acceptance, 86% lower median post-push scan execution time, and more than 98% lower serving cost, with offline evaluation showing 13% higher precision and 19% higher recall. The efficiency gains made it practical to extend generic secret detection to push protection.

Oct 13Tue
  1. Microsoft Research52

    Simulating student learning for better AI tutoring

    Microsoft Research introduces StudentSim, a research system that trains personalized AI student simulators from publicly available, de-identified learner records to evaluate and improve AI tutors before testing with real learners. The work also presents StudentSimEval, a benchmark spanning chess, second-language English writing, and mathematics that measures behavioral fidelity and guidance responsiveness, with StudentSim outperforming baselines such as GPT-5.4 and Maia2. In a chess tutor reinforcement learning study, a tutor trained with StudentSim feedback reached 90.5% accuracy versus 75.7% for the no-RL baseline and 71.6% for the GPT-5.4 reward condition, as rated by blind human chess experts.

Oct 8Thu
  1. GitHub Blog · AI & ML58

    Secret protection must scale with software

    GitHub reports that one in three pull requests now involves an AI agent, up from fewer than one in 10 a year ago, while a new secret appears in public code roughly every two seconds. GitHub introduces a ModernBERT-based classifier built with Microsoft Applied Sciences that extends push protection to unstructured secrets, evaluating candidate batches in under two milliseconds and potentially more than doubling the secrets it can prevent. The feature enters private preview and will be available to organizations with GitHub Secret Protection on Enterprise Cloud and GitHub Teams, and will ship with GitHub Enterprise Server 3.23 in public preview.

  2. Microsoft Research71

    Agent Lightning v1.0: A 3,500-Line Lightweight Agentic RL Framework for Training Agents with Real Harnesses

    Microsoft Research Asia introduces Harnessed Agentic RL, a paradigm in which the same agent harness used in deployment participates directly in reinforcement learning, and open-sources Agent Lightning v1.0, a roughly 3,500-line framework with an API Gateway, Rollout Controller, and Customized Trainer built on verl. Agents run as standard Kubernetes jobs without commercial sandbox services, and Collocated Async RL shares GPUs between rollout and updates, achieving about a 2x end-to-end speedup over synchronous RL. An end-to-end coding agent pipeline raised Qwen3.5-9B from 41.8% to 56.4% Pass@1 on SWE-bench Verified using about 6,000 training samples.

    Why it matters: It offers a concrete, reproducible recipe for training deployed agents in place, with code size, infrastructure, and benchmark numbers stated explicitly.

Oct 7Wed
  1. Microsoft Research23

    What AI gets wrong and what failure teaches us

    In a Microsoft Research Podcast conversation with Chad Atalla, Microsoft partner research manager Jennifer Neville discusses how her team uses practical evaluations—multiturn conversations, collaborative environments and long-horizon agentic tasks—to find where current AI systems break down beyond traditional benchmarks. She describes research showing that model performance degrades significantly over multiturn interactions and that errors can accumulate in long workflows, and offers practical guidance such as restarting a chat with a fully specified single turn and checking answers rather than fully delegating work.

Oct 5Mon
  1. GitHub Blog · AI & ML61

    ReviewBench: An open benchmark for AI code review

    GitHub introduces ReviewBench, an open benchmark for AI code review built from analysis of 103.9 million GitHub pull requests, containing 219 public pull requests across 19 languages with a multi-source golden set labeled for severity and category. It reports grounded and augmented precision, recall, and F1 metrics, uses Claude Sonnet 5 as the LLM grader under a published rubric, and had its ground-truth findings independently re-labeled by senior engineers with 96.6% agreement. GitHub says ReviewBench's offline predictions for a Copilot code review multi-model ensemble matched a later A/B test, which showed an 8.0% rise in addressed rate, 13.6% in recall, 61% in comment volume, and an 8.0% drop in cost per review.

    Why it matters: It offers a concrete, reproducible methodology and public dataset for comparing AI code reviewers, plus evidence on how offline scores tracked a production experiment.

Oct 1Thu
  1. Microsoft Research40

    Forecasting space weather risks on power grids

    A Microsoft Research intern developed a machine learning pipeline that uses forecast-time solar-wind data, AE and Dst index forecasts, local geology and grid data to produce location-specific geomagnetically induced current risk estimates for 66,935 substations in the continental United States, 30 to 60 minutes ahead. During the 2020-2026 evaluation period the pipeline detected nearly 80% of major space-weather events, with detection rates of 76.5% for events ≥10 nT/min, 81.2% for ≥20 nT/min and 64.1% for ≥50 nT/min, and it produced estimates for all substations in about 333 milliseconds. The authors note that further validation with utilities and operational data would be needed before use in grid operations.

Sep 26Sat
  1. GitHub Blog · AI & ML55

    GitHub Copilot app for Beginners: How to build custom workflows with canvases

    GitHub explains canvases in the GitHub Copilot app: customizable, bidirectional interfaces such as kanban boards, checklists, or dashboards that you create by entering the /create-canvas skill in an agent session and describing the workflow in plain English. The agent builds the interface in the right-side panel, and both you and the agent can update its shared state immediately without a separate sync step. Canvases are saved as extensions for reuse or team sharing, and ready-made ones are available through Awesome Copilot.