Core Points - Microsoft will stop providing security updates and technical support for Windows 10 starting October 14, which may increase vulnerability to cyber attacks for many users [1] - Although devices running Windows 10 can continue to operate, they will not receive regular security updates, and some application functionalities may diminish [1] - Microsoft recommends users to upgrade to Windows 11 as a proactive measure [1]

Core Insights - Microsoft has found a buyer for its DSP business, which will be taken over by Amazon, marking a strategic shift in its advertising approach [1][7][10] - The decision reflects Microsoft's focus on core business areas and the recognition that its DSP operations were not a growth engine [5][6][23] - The partnership with Amazon allows Microsoft to retain its SSP platform, Monetize, which will integrate into Amazon's Certified Supply Exchange (CSE) program [8][14][18] Group 1: Microsoft’s Advertising Strategy - Microsoft’s DSP, Invest, will be shut down by February 28, 2026, with advertisers transitioning to Amazon DSP [7] - The company’s advertising revenue reached $3.4 billion in Q2 2025, a 9.2% year-over-year increase, indicating a strong market position despite the DSP exit [4] - Microsoft is shifting its advertising strategy towards a "conversational advertising experience" driven by AI, moving away from traditional DSP operations [5][6] Group 2: Market Dynamics and Competition - The decision to partner with Amazon is notable given their competitive relationship in cloud computing and enterprise AI [10][12] - Other potential buyers like The Trade Desk and Google were deemed unsuitable due to strategic misalignments and regulatory concerns [11][12] - Amazon's extensive media assets and data capabilities make it a practical choice for Microsoft’s DSP transition [12][14] Group 3: Implications for the Advertising Ecosystem - The integration of Microsoft’s Monetize into Amazon’s CSE will enhance ad targeting and efficiency, benefiting both advertisers and media partners [14][16] - This partnership may lead to a shift in the advertising landscape, where platforms with data control dominate, potentially reducing the bargaining power of media publishers [21][22] - The trend towards closed ecosystems in digital advertising raises concerns about the diminishing role of neutrality and independence in the market [25][26][27]

格隆汇10月13日｜微软将于10月14日起停止对Windows 10系统提供安全更新和技术支援，这意味着大 量用户的电脑可能更容易遭到网路攻击。微软表示，虽然安装Windows 10系统的设备还可继续运行， 但将不再接受定期安全更新，同时部分应用程式的功能可能会减弱，建议用户尽快升级到Windows 11 系统。 ...

转自：央视财经 综合《新西兰先驱报》等媒体12日报道，美国微软公司将于10月14日起，停止对Windows 10系统提供安全更新和技术支持，这意味着大量用户的电脑可 能更容易遭到网络攻击。 微软表示，虽然安装Windows 10系统的设备还可继续运行，但将不再接受定期的安全更新，同时部分应用程序的功能可能会减弱。 另外，微软还建议用户尽快升级到Windows 11系统，但实际上，一些旧电脑并不符合运行新系统的硬件要求。 因此，这些用户要不选择更换设备，要不就要花30美元或1000个微软奖励积分来注册微软的扩展安全更新程序，该程序可帮助降低恶意软件攻击和网络安 全威胁的风险。 Windows 10于2015年发布，截至2025年7月，StatCounter的数据显示，Windows 11以51.77%份额首次超过了Windows 10的45.02%份额。Windows 11于2021 年10月发布，到第一年年底的安装量不到10%。2023年，其市场份额攀升至28%，到2024年底，达到36%。 （央视财经） ...

Core Points - Microsoft will stop providing security updates and technical support for Windows 10 starting October 14, which increases the risk of cyberattacks for many users [2] - Users can continue to run Windows 10, but will not receive regular security updates, and some application functionalities may diminish [2] - Microsoft recommends users upgrade to Windows 11, but many older computers do not meet the hardware requirements for the new system [2] - Users of incompatible devices have the option to either replace their hardware or pay $30 or use 1,000 Microsoft Rewards points to register for the Extended Security Update program, which helps mitigate risks from malware and cyber threats [2]

Core Insights - Microsoft is hiring two financial transformation leaders to enhance operational efficiency and unify the financial processes of its Xbox game studios [1] - Despite strong performance on paper, Xbox is facing significant profit challenges, with rising console prices, increased Game Pass fees, and communication issues being major concerns [1] - Internally, Microsoft is pressuring Xbox to meet ambitious profit targets, particularly following its $68 billion acquisition of Activision, which has created financial strain [1] Group 1 - Microsoft aims to urgently push a transformation plan to ensure consensus among its game studios [1] - Xbox's current outlook is bleak, with profit issues overshadowing its apparent success [1] - The acquisition of Activision is seen as a burden, with stakeholders expecting ongoing returns from this investment [1]

Group 1 - Microsoft Advertising's DSP platform, Invest, will be shut down by February 28, 2026, with advertisers being transitioned to Amazon's DSP [8][12] - Amazon and Microsoft have established a partnership where Microsoft's SSP platform, Monetize, will join Amazon's Certified Supply Exchange (CSE) program, becoming a key supply source on Amazon's DSP [1][16] - Microsoft has shifted its focus from building a complete advertising stack to a "conversational advertising experience" driven by AI, indicating a strategic pivot away from traditional DSP operations [5][7] Group 2 - The DSP market share for Microsoft's Invest has been relatively small, ranging between 6-8%, making it less competitive compared to major players like Google and Amazon [6][12] - The operational complexity and long-term investment required to run a global DSP were deemed unsustainable for Microsoft, leading to the decision to exit this segment [6][7] - Microsoft retains its SSP platform, Monetize, which focuses on internal efficiency rather than external competition, allowing it to optimize its own advertising inventory [9][11] Group 3 - The partnership with Amazon allows Microsoft to leverage Amazon's extensive data and resources, enhancing the efficiency of ad placements through a combination of external and internal targeting [16][18] - This collaboration may lead to increased demand for ad placements on Microsoft's Monetize platform, potentially improving fill rates and pricing for media partners [18][20] - The integration into Amazon's CSE requires adherence to Amazon's operational rules, which may limit the flexibility of Microsoft's SSP in the long term [20][24] Group 4 - The shift towards a more closed and integrated advertising ecosystem reflects a broader industry trend where platforms prioritize control over neutrality, impacting the dynamics of digital advertising [28][30] - The evolving landscape suggests that achieving neutrality and independence in digital advertising is becoming increasingly challenging, with a shift towards efficiency-driven ecosystems [29][30]

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]