Jing Ji Guan Cha Wang·2026-02-11 13:48Company Developments - Microsoft officially launched the next-generation high-performance AI inference chip Maia200 on January 26, 2026, utilizing TSMC's 3nm process, significantly enhancing performance compared to the previous generation, and has begun deployment in data centers in the central United States, with plans to expand to the western regions [1] - Microsoft received approval to build 15 new data centers in Wisconsin to support computational power expansion and AI business demands [1] Financial Performance - Microsoft released its Q2 FY2026 financial report on January 28, 2026, focusing on the growth rate of Azure cloud services, capital expenditure levels, and the impact of AI investments on profits, with LongPort analysis highlighting that the surge in capital expenditure and AI monetization progress are key factors in assessing Microsoft's long-term cost structure [2] Business Progress - Microsoft plans to preview free AI features in March 2026, including enhancements to Copilot Chat and Agent Mode for Outlook, Word, Excel, and PowerPoint, allowing users to access improved AI assistant functionalities without a paid license [3]