Earlier this year there were a lot of questions over the $100 billion investment into The Stargate Project, and Microsoft CEO Satya Nadella was quick to defend the software giant’s investment in cloud and AI data center projects. Microsoft posted its Q4 2025 fiscal earnings yesterday, revealing that Azure surpassed $75 billion in revenue over the year. Microsoft is also spending $30 billion on its AI infrastructure investments next quarter, which totals $120 billion over a year if it keeps that spending up.
Microsoft
It might not get the same kind of attention as Google and Apple, but Microsoft is still one of the biggest and most powerful tech companies operating today. It runs Azure, one of the biggest cloud computing services, and maintains Windows 11 and the whole Office suite of software. It also makes plenty of Surface hardware and has a whole slew of gaming products, including the Xbox Series X. But the company is ever expanding — building new hardware, acquiring new game studios, and making sure that even if Microsoft doesn’t run your phone, it can touch plenty of the apps on it.

Azure revenues and cloud growth have helped push Microsoft’s stock price up today.

A year after Microsoft is planning to retire the OS later this fall.
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Microsoft rarely does limited editions of its Surface products, but it has quietly launched a “Smurface Edition” in time for the Smurfs movie. I was expecting it to be a totally blue design, but instead Microsoft has laser-etched the Smurfs to the front, alongside a blue Surface logo. Other than that, it’s a 13-inch Surface Laptop 7 with Qualcomm’s Snapdragon X Plus, 16GB of RAM, and 512GB of storage for $999.99. Only 100 units are available, exclusively at Amazon.
Microsoft first released Windows 10 exactly 10 years ago today. It introduced the idea of “Windows as a service,” a model that delivers regular updates to Windows instead of a major release every few years. While one Microsoft employee called Windows 1o “the last version of Windows,” Microsoft went on to release Windows 11 and keep that Windows as a service model alive today. Windows 10 is a hugely popular OS 10 years on, and Microsoft is still trying to get people to move to Windows 11 ahead of Windows 10’s end of support in October.
Now all Game Pass Ultimate subscribers can stream games they own (including some console-only titles) from the cloud through the Xbox PC app, just like they can on other devices, which is a feature that has been in testing with Insiders program members.
Also, now Microsoft’s new blog post confirms that Insiders with Game Pass Ultimate can preview play history that follows them across devices, letting them pick up right where they left off -- which could come in handy with a new Xbox handheld device.


The vulnerability (CVE-2025-31199), which Apple patched in a March 31st update, could give bad actors access to files inside a device’s Downloads folder and data cached by Apple Intelligence. That includes geolocation data, media metadata, and facial recognition info, according to a report from Microsoft Threat Intelligence.
Security researchers discovered the flaw after using Spotlight plugins to bypass a security feature made to prevent third-party services from gaining access to user data.






I reported yesterday that OpenAI is preparing to release GPT-5 in early August, and now references to a new GPT-5-powered “Smart Mode” have reportedly appeared in Copilot. Alexey Shavanov discovered code changes in Copilot that point toward a new smart option that uses GPT-5 to “think quickly or deeply.” Microsoft refused to comment on this alleged GPT-5 appearance.




First announced last year, GitHub Spark lets developers build apps by simply describing their idea — no code needed. The tool works by using Anthropic’s Claude Sonnet 4 model to field users’ requests, which it can then use to “build and deploy full-stack AI apps.”
GitHub Spark is now available in public preview to Copilot Pro Plus subscribers.






- One Tuesday, the WSJ reported that Softbank and OpenAI’s $500 billion Stargate project “has yet to complete a single deal for a data center.” Wednesday, OpenAI touted a deal with Oracle to develop 4.5 GW of data center capacity somewhere in the US, eventually.
- CNBC says Microsoft’s hired “around two dozen” employees from the Google DeepMind team recently.
- Pew Research dug into browsing data from 68,879 Google searches, finding “users were less likely to click on result links when visiting search pages with an AI summary,” despite Google’s claims.














Microsoft is giving Skype for Business a few extra months of support. While the main Skype consumer app closed down earlier this year, Skype for Business 2015 and 2019 are set to go end of support in October. Now, businesses will be able to purchase extended security updates for Skype for Business, but only for an extra six months. That brings extended support up to April 14th, 2026.




The new option, which will appear in the “Click to Do” menu, uses AI to generate a written description of an image, chart, or graph on your screen. The feature is rolling out now to Windows Insiders on Snapdragon-equipped Copilot Plus PCs, but Microsoft says support for Intel and AMD-powered devices is “coming soon.”
Earlier this month, an Xbox Game Studios producer suggested that the thousands of workers who were laid off from Microsoft should use AI if they’re “feeling overwhelmed.”
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