Core Insights - Microsoft has announced the closure of its Demand Side Platform (DSP) Invest by February 28, 2026, and has partnered with Amazon to transfer its advertising clients to Amazon's DSP [2][3][4] - Microsoft will retain its Supply Side Platform (SSP) Monetize, which will join Amazon's Certified Supply Exchange (CSE) program, allowing it to become a core supply source for Amazon's DSP [4][11][19] Group 1: Microsoft’s Advertising Strategy - Microsoft initially aimed to build a complete programmatic advertising stack, including both DSP and SSP, but has shifted focus towards a "conversational advertising experience" driven by AI [5][7] - The advertising revenue for Microsoft reached $3.4 billion in Q2 2025, marking a 9.2% year-over-year increase, indicating a strong position in the global advertising market [6] - The DSP business has not been a significant growth driver for Microsoft, with a market share of only 6% to 8%, making it less competitive compared to major players like Google and Amazon [9][10] Group 2: Partnership with Amazon - Microsoft chose Amazon as the partner for its DSP business due to the lack of viable alternatives, as competitors like The Trade Desk and Google posed strategic challenges [15][17] - Amazon's extensive media inventory and data capabilities make it a suitable partner for Microsoft, allowing for enhanced advertising efficiency and targeting [17][21] - The collaboration allows Microsoft to leverage Amazon's shopping intent data, improving ad targeting and conversion rates for advertisers [20][21] Group 3: Implications for the Advertising Ecosystem - The integration of Microsoft's Monetize into Amazon's CSE will enhance the demand for ad inventory, potentially increasing fill rates and transaction prices for media publishers [22] - However, joining the CSE requires adherence to Amazon's standardized rules and pricing models, which may limit flexibility for SSPs and media publishers [24][25] - The shift towards a more closed and platform-driven advertising ecosystem raises concerns about the diminishing neutrality and independence of programmatic advertising [31][32][33]

Core Viewpoint - Microsoft is set to end support for Windows 10 on October 14, which will leave millions of users vulnerable to security risks as the company tightens upgrade restrictions for Windows 11, effectively forcing many older devices into obsolescence [1][5]. Group 1: Windows 10 Support Termination - Microsoft will officially stop providing security updates for Windows 10 on October 14, impacting approximately 42% of global Windows devices still running this OS, with 36.38% in the U.S. [5][6]. - The FBI reported that in 2024, U.S. users faced losses exceeding $16 billion due to cyberattacks, a 33% increase year-over-year, with older adults suffering over $5 billion in losses [5]. Group 2: Windows 11 Upgrade Restrictions - Microsoft has removed the ability to create local accounts during the Windows 11 installation process, requiring users to be online and logged into a Microsoft account to complete the setup [3][4]. - Nearly 43% of devices are unable to upgrade to Windows 11 due to high hardware requirements, which include a 64-bit processor, 64GB of storage, and TPM 2.0 support [7]. Group 3: Environmental and Economic Impact - The termination of Windows 10 support could lead to around 400 million devices becoming vulnerable to attacks or being discarded as electronic waste, with over 100 million pounds of e-waste expected to be generated in the U.S. alone [7]. - The cost of new Windows 11 devices poses a significant burden for low-income families, with entry-level models starting at approximately $300 and high-performance models exceeding $3,000, amid rising unemployment rates in the U.S. [7][8]. Group 4: Criticism and Contradictions - Nathan Proctor from PIRG criticized Microsoft's actions as compromising user security and highlighted the stark contrast between the current situation and the past when Windows 8 support ended, which affected only about 4% of users [8]. - Microsoft’s commitment to achieving carbon-negative operations by 2030 is called into question, as the discontinuation of Windows 10 support is expected to generate significant electronic waste, contradicting their environmental promises [8].

Core Insights - Microsoft is facing a significant data center capacity shortage, which is expected to persist until the end of this year [1][3] - The Azure cloud service platform, a key revenue driver for Microsoft, generated over $75 billion in revenue for the fiscal year ending June 30, 2025, but is currently limiting new subscription services due to capacity constraints [3] - Other tech giants like Amazon and Google are also experiencing similar capacity limitations, with long delivery cycles for critical components hindering infrastructure expansion [5] Group 1 - Microsoft is experiencing a more severe data center capacity shortage than previously anticipated [3] - The company’s Azure platform is crucial for revenue growth, contributing over $75 billion in the last fiscal year [3] - Capacity constraints are leading to restrictions on new Azure subscription services [3] Group 2 - Other major tech companies, including Amazon and Google, are also reporting data center capacity limitations [5] - The long delivery times for essential components are a common challenge across the industry [5] - Building and operationalizing a data center can take several years, making short-term relief from capacity shortages unlikely [5]

微软公司的数据中心建设难题的持续时间将比此前所公布的更长，凸显其在满足云服务需求 方面的困境。 微软公司的数据中心建设难题持续时间将比该公司此前所公布的更长，这凸显出这家软件巨头在满足云 服务需求方面所面临的困境。 微软在美国多地数据中心资源短缺 据业内人士透露，微软在美国的许多数据中心区域正面临物理空间或服务器短缺的问题。 该发言人还称，在一些意外需求激增的情况下，公司将采用"容量保留方法"来平衡其数据中心网络中的 客户需求，以确保数据能够在服务器群和客户之间顺畅传输。 目前，Azure客户会根据物理位置和可用软件来选择数据中心区域。当首选设施没有空间时，微软销售 人员会引导客户转向有可用容量的其他设施。但据熟悉此事的人士透露，这些变通方法可能会增加复杂 性，并延长数据在服务器群和客户之间的传输时间。 微软发言人表示："我们的团队会定期与大型客户合作，根据需求高峰（比如节假日）的情况进行规 划，以引导他们选择最合适的区域和产品…在一些特殊情况下，如果客户面临成本增加或延迟的问题， 微软会补偿他们额外产生的费用。" 短期内难以实现供需平衡 尽管微软一直在大规模建设数据中心并实现上线——在过去一年里新增了超过两 ...

Group 1 - Microsoft has been ranked as the world's best employer for two consecutive years according to Forbes [1] - Three companies from the IT software and services sector are in the top five of the global best employer list, including Microsoft, Alphabet (Google's parent company), and Adobe [1] - A total of 53 companies from mainland China made it to the Forbes global best employer list [1] Group 2 - State Grid Corporation, with 1,720,000 employees, is the largest among the listed Chinese companies [2] - Alibaba Group and Tencent Holdings, both in the IT software and services sector, have 124,320 and 110,600 employees respectively [2] - Other notable companies include China Construction Bank with 380,000 employees and China Ping An with 344,000 employees [2]

【环球网报道 记者 索炎琦】据英国《卫报》、路透社等媒体报道，英国前首相苏纳克已加入美国微软 公司和美国人工智能（AI）初创企业Anthropic公司担任高级顾问。《卫报》称，苏纳克也成为继英国 前副首相克莱格之后担任硅谷巨头有偿顾问的英国前高官。 同样报道相关消息的法新社称，ACOBA已在建议信中告知当前仍是英国议会议员的苏纳克不要代表上 述公司游说政府。 据介绍，苏纳克曾于2022年10月至2024年7月担任英国首相。法新社说，此前有报道称，苏纳克在去年 大选中落败后，正考虑前往硅谷工作。 《卫报》称，"英国商业任命咨询委员会（ACOBA）"当地时间周四（9日）发布了上述消息。路透社 称，苏纳克本人同日在美国职业社交网站"领英"上发帖证实新职，并表示这些职位的收入将全部捐赠给 他与妻子穆尔蒂共同创办的一家名为"里士满计划"的慈善机构。 路透社介绍，苏纳克将为Anthropic公司提供战略、宏观经济和地缘政治趋势方面的建议；在微软，苏 纳克将就宏观经济和地缘政治趋势提供战略视角。 ...

Market Overview - The US stock market experienced increased volatility due to a lack of key economic data, with investors expressing concerns over potential bubble risks in previously high-performing tech stocks and cyclical assets, leading to significant profit-taking pressure [1] - Despite a late-session optimistic forecast regarding Microsoft’s data center demand, major indices such as the S&P 500, Nasdaq, and Dow closed lower [1] - There is a noticeable sector rotation, with investors selling off economically sensitive sectors and shifting towards defensive sectors like healthcare and consumer staples, reflecting a hedge against macroeconomic uncertainty [1] Nvidia Developments - Nvidia continued its upward trend, reaching both intraday and closing historical highs, with a market capitalization nearing $4.7 trillion [3] - The US Department of Commerce has granted Nvidia an export license to sell chips worth billions to the United Arab Emirates, in line with a bilateral AI agreement established in May [3] Oracle's Performance - Oracle shares rose by 3.06%, driven by positive analyst ratings, with TD Cowen designating it as a "Top Pick" and Baird initiating coverage with an "Outperform" rating, highlighting strong growth potential in its AI business [4] Microsoft’s Supply Challenges - Microsoft predicts that the computing power shortage crisis will persist until 2026, with significant physical space and server shortages in key US data center regions, directly impacting new subscriptions for Azure cloud services [5] - The current supply constraints are more prolonged than previously indicated, with Azure expected to generate over $75 billion in revenue for FY2025, making the supply-demand imbalance particularly concerning [5][8] Dual Demand Impact - The capacity crisis is driven by two core demands: strong computational needs from AI and traditional cloud infrastructure, with Microsoft’s CTO noting that the demand for AI workloads has outpaced capacity expansion efforts [8] - Traditional workloads, including those from Microsoft’s Office suite and clients like OpenAI, are also contributing to the demand for computing resources [8] Client Strategies - Clients facing Azure capacity limitations are adopting pragmatic strategies, such as shifting to other cloud providers like AWS and Google Cloud, or utilizing multiple Azure regions while awaiting additional capacity [9] Microsoft’s Remedial Actions - Microsoft is actively seeking to balance supply and demand, with a spokesperson indicating that most Azure services still have available capacity for existing customers [10] - The company is guiding clients to other regions when preferred facilities are full, although this may increase system complexity and data transfer delays [11] Infrastructure Expansion and Supply Chain Issues - Microsoft has initiated a historic data center construction surge, adding over 2 gigawatts of capacity in the past year, yet faces significant delays due to supply chain bottlenecks affecting critical components [12] - The construction timeline for data centers can extend for years, complicating rapid expansion efforts amid ongoing global supply chain challenges [12]

Core Insights - Microsoft is facing a prolonged data center supply shortage, likely extending until 2026, which is longer than previously anticipated by management [1][4] - The demand for AI computing power continues to surge, with global AI startups raising a record $192.7 billion, indicating a fierce competition in the AI sector [1] - Major cloud providers, including Microsoft, Amazon, and Google, are struggling with supply constraints for high-performance AI servers and traditional cloud computing servers [2][3] Group 1: Data Center Supply Constraints - Microsoft’s internal forecasts indicate that new Azure subscriptions in key regions like Northern Virginia and Texas will be limited until mid-2026 due to severe shortages [2][4] - The shortage affects both AI GPU-based servers and traditional CPU-based cloud computing services, impacting Microsoft's Azure platform, which is projected to generate over $75 billion in revenue for FY2025 [3][6] - The ongoing supply constraints are attributed to the rapid expansion of AI infrastructure investments, which are driving the demand for new data centers [3][9] Group 2: Competitive Landscape and Market Dynamics - Microsoft, along with its competitors, has consistently reported an inability to meet all customer demands for cloud computing and AI capabilities over the past six quarters [6] - The AI infrastructure investment wave is expected to reach $2 trillion to $3 trillion, driven by unprecedented demand for AI computing resources [10] - Analysts have raised their forecasts for AI infrastructure spending among major tech companies, projecting a rise from $420 billion in 2026 to $490 billion [14]

Core Insights - Microsoft announced that the service disruption affecting its Office software suite has been resolved [1] - The issue was attributed to a misconfiguration in the network affecting parts of North America [1] - Initial reports indicated problems accessing Microsoft Teams and Exchange Online [1]

Core Insights - Microsoft has announced a strategic technology partnership with Checkout.com to enhance digital payment efficiency for its merchant clients [1] Group 1 - The partnership involves a multi-year technology agreement [1] - Checkout.com will utilize Microsoft's Azure cloud infrastructure [1] - The collaboration aims to accelerate digital payment capabilities for Checkout.com's partner merchants [1]