Microsoft - Is there any limit to growth?

ChatGPT Work and Microsoft Outlook experienced issues at the same time on Monday, but so far, no connection has been found between the problems.

According to the article, “tasks” in ChatGPT might not have started or continued normally, and additionally, some functions in Outlook were working poorly. Thousands of users reported outages, and both companies were investigating the bugs, etc.

Key Points

  • OpenAI’s ChatGPT Work has been experiencing elevated errors and latency for roughly three hours.
  • The company said on its status page that it’s “continuing work on implementing a mitigation.”
  • Meanwhile, Microsoft also was suffering from some reported outages, and said “users may experience degraded functionality with various Exchange Online functionalities.”

https://www.cnbc.com/2026/08/31/microsoft-outlook-and-openais-chatgpt-work-experience-outages-.html

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Here is an article from SalkunRakentaja about Microsoft. :slight_smile:

Microsoft revealed Azure’s dollar-denominated revenue for the first time on Wednesday in a filing submitted to the U.S. Securities and Exchange Commission. In the quarter ending in late June, cloud business revenue was $29.4 billion, and for the full fiscal year, it was $101.9 billion.

Previously, the company only disclosed the growth percentage for Azure. This practice annoyed analysts for years, as the percentage figure alone left it unclear how large the business actually was and how it compared to competitors.

Subheadings:

  1. Azure is rented computing power and the engine of Microsoft’s growth
  2. AWS is still larger, but Google Cloud is growing the fastest
  3. Revenue has become visible, but profit margins have not
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Microsoft has taken some measures regarding a topic that has been discussed particularly recently.

Microsoft published preliminary ground rules for its upcoming AI models. The models must support human decision-making and should not have goals of their own or, for example, the ability to conceal their actions. Microsoft also states that their use in, for example, weapons, hazardous materials, and cyberattacks will be restricted.

Microsoft is also planning rules that might prevent a cyberattack like the one OpenAI models carried out on startup Hugging Face. In reviewing the Hugging Face case, OpenAI found that agents chatted with each other on an unauthorized forum in cryptic language.

Microsoft said it held focus groups and consulted with experts in law, ethics, linguistics and philosophy to assemble the code of conduct. In releasing it now, Microsoft is seeking input before publishing an update that will inform development starting in 2027.

https://www.cnbc.com/2026/09/14/microsoft-ai-model-limits-anthropic-openai.html

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Are Linux and open-source software broadly the biggest winners of the agentic era?

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Significant change: AI bots have finally made it possible to use Linux on the desktop without major pain. As a result, user numbers are rising.

As is well known, Linux bends to almost anything, and “as long as you just know how,” it’s a great OS. Historically, the problem has been that the average computer user doesn’t know how, and even if they did, that knowledge is very Windows-centric. Unless you happened to have a familiar Linux guru in your back pocket to ask for help, troubleshooting with Linux has historically meant browsing Reddit and niche forums, digging for a solution with Google through a pile of crap (where that pile of crap consists of the surrounding “are you a total moron for not knowing this” discussions, alongside ten bad solutions, or ones conjured for the wrong distro / outdated solutions to the problem).

But now, problems can routinely be solved by asking ChatGPT / Claude / Grok / Gemini, and as long as you understand how prompts need to be written to get the desired result, they get solved with a very high success rate. Granted, the same trick nowadays works for many mystical Windows problems as well, but still, I think the significance of this effect could be quite substantial in Linux’s favor. Previously, there was a huge hurdle to making some Linux distro the main operating system of a home computer—often just choosing the distro caused a headache—but now there is a tireless champion of stupid questions (AI chatbot) available to help, offering support for as long as it’s needed. Commercial operating systems really only have one major advantage left—support for the absolute newest hardware components tends to be better, because hardware can’t be sold without Windows support, whereas Linux support can be of the “yeah, whenever we get around to it” or “couldn’t care less” variety. And even this really only applies to brand-new hardware or really obscure issues with individual device models, and those same chatbots can usually tell you quite accurately about known compatibility issues if you ask about them before making a purchase.

Along the way, this chatbot effect also causes another interesting change in the world: the need for technical support from software and hardware manufacturers is plummeting. Finding solutions to problems on the internet among the garbage via Google always required just enough extra effort that many people preferred to contact support directly. Now, chatbots are able to solve, conservatively estimated, well over half of users’ problems—practically everything that can be attributed to errors between the keyboard and the chair, as well as issues caused by obscure configurations that can be fixed by tweaking environment settings. In other words, technical support is left mostly with actual hardware failures and brand-new problems for which no solutions can yet be found online, and which are of such a nature that chatbots cannot directly deduce the fault from logs/error messages. Previously, Linux didn’t really have technical support—excluding mostly paid support services offered to businesses. And device vendors themselves routinely took the stance: “Linux? And problems? Reinstall the Windows that came with the computer first, and if the problems persist, then contact us again.” People were too easily left in a situation that could be resolved in five minutes if there was a place to ask. Now there is.

AI is the biggest threat to Microsoft’s operating system monopoly in years :slight_smile:

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I’ll post this here as well, I’m very interested in this! (I own Alphabet but not Microsoft, but the topic is of interest on a more general level too)

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Microsoft appears to be abandoning the idea of Copilot becoming a personal AI buddy for individuals. Instead, it is focusing on the enterprise side: Copilot could be used to edit Office files, build small applications, and assign longer tasks for the AI to handle. Microsoft already has a large customer base for this, as there are over 30 million paid enterprise subscriptions.

https://www.investing.com/news/stock-market-news/microsoft-unveils-unified-copilot-cedes-consumer-ai-market-to-focus-on-enterprise-4917498

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[quote=“Sijoittaja-alokas, post:197, topic:48766”]
With Copilot, you could edit Office files, make small applications, and give longer tasks for the AI to handle.

[/quote>

The correct form there is “can” (“voi”) rather than “could” (“voisi”).

Taavetti used Copilot in Excel to fix a broken formula in one column and added a new one, also with the help of Copilot. Not difficult to do manually in themselves, but Taavetti didn’t remember how to find the hidden tab where the cell drop-down menu options were gathered, which needed to be put into this new column. Copilot did that quite nicely, and it probably saved a bit of time.

More time is saved in producing text and slide outlines. Taavetti has seen small applications made by colleagues.

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According to The Information, Meta and Microsoft are scaling back their internal use of Claude and directing employees more toward their own AI tools.

Microsoft has cut its estimate for Anthropic-related spending by more than a third; additionally, the number of Claude Code users at Meta has halved as its own coding tools become more widespread. However, the use of Anthropic models by Microsoft’s customers continues to grow.

https://www.investing.com/news/stock-market-news/meta-and-microsoft-scale-back-internal-use-of-anthropics-claude-report-says-4932709

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Microsoft introduced the Surface Laptop Ultra, starting at $2,599, featuring an Nvidia chip that enables running large AI models directly on the computer without incurring cloud service fees.

The device is already available for pre-order, with shipments starting in the middle of this month. The laptop features 128 gigabytes of memory and a magnetic USB-C connector, and Meta is also bringing its Muse AI agent to Windows.

Key Points

  • Microsoft’s Surface Laptop Ultra contains an Nvidia chip that can run large AI models without generating cloud bills.
  • The device contains a magnetic USB-C port similar to Apple’s MagSafe charging connector.
  • Microsoft also said that Meta will introduce its Muse AI agent for Windows.

https://www.cnbc.com/2026/10/07/microsoft-starts-taking-preorders-for-2599-surface-laptop-ultra.html

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It is worth noting that the “starting price” machines come with 24GB or 32GB of unified memory.

The 128GB that the AI crowd wants is only available once you slap down over 5,000 bucks…

Additionally, even though the machines can be had with a lot of memory, the bandwidth of that memory is quite slow. 273GB/s. In AI workloads, things easily turn into a waiting game when that bottleneck hits. For comparison, desktop 5070 cards, which are closest to the GPUs in these devices, offer 672GB/s of memory bandwidth, and the real high-end gear (5090, RTX 6000 Pro) is in the 1800GB/s ballpark. So compromises have been made. Yes, you can load large AI models (onto the 128GB model), and you will certainly find local AI use cases where this is the deciding factor, but it’s no magical supercomputer under truly heavy workloads. Even Microsoft essentially knows this, given that their marketing heavily hypes a “Hybrid AI” model where local agent orchestration decides, depending on the task, whether to offload it to the cloud for processing or let the local model handle it. A neat way to try and make the machine look more capable than it actually is…

So these RTX Spark machines are, unfortunately, overpriced and underpowered devices. But with good marketing, they could definitely sell—especially to those who really want AI gadgets, understand that current Copilot+ devices are laughably underpowered, and don’t want to buy a high-end Mac because they’re allergic to macOS, etc. What’s almost more important is that Microsoft is gradually starting to make Copilot and Windows AI support more usable, as that’s a key angle used to market these.

And of course, it must be noted that the processor in these NVIDIA-based machines is Arm-based, which brings its own little quirks in Windows usage. They’ve done a lot of work so that Windows on Arm is much more mature than when Qualcomm launched their gear, but there’s still some friction.

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Microsoft’s Nadella wants a human-controlled emergency brake for artificial intelligence that can halt the system mid-task.

He emphasizes operational transparency, continuous testing, independent oversight, and limiting AI’s autonomous authority. Safety should be grounded in robust safeguards so that blind trust in the model is not required.

Many other tech leaders are also calling for more safety measures, but Trump opposes slowing down development and stresses the competition with China.

Key Points

  • Microsoft CEO Satya Nadella said advanced AI systems should include containment, independent controls and an “emergency brake.”
  • Other AI and tech industry leaders have called for stronger safeguards and, in several cases, pacing frontier development.
  • President Donald Trump opposes slowing U.S. AI development, while his administration has launched a safety-focused task force.

https://www.cnbc.com/2026/10/10/microsoft-satya-nadella-ai-emergency-brake-safety.html

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Microsoft plans to increasingly shift running AI models to its own Maia chips and reduce its dependence on Nvidia.

Production of the new Maia 300 will begin next year—or at least it’s supposed to. The company promises better energy efficiency and faster Copilot services.

Nvidia will nevertheless remain an important partner, especially for model training. The timeline for the broad rollout of the chips remains open, and they cannot be leased to external parties.

Key Points

  • Microsoft said it will eventually have multiple gigawatts worth of its Maia AI chips.
  • The company intends to make Maia its primary architecture for running AI models.
  • The next-generation Maia 300 chip enters production in 2027.

https://www.cnbc.com/2026/10/12/microsoft-will-mainly-use-its-maia-chips-for-ai-inference.html

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According to The Telegraph, Microsoft has pulled out of Nscale’s UK data centre project, which has been plagued by issues including delays and power supply problems. The article points out that these matters could complicate the company’s IPO, as Microsoft and Anthropic account for roughly 85 percent of its contracts. Its Norway project is also delayed. However, Nscale maintains that the partnership with Microsoft remains strong and is seeking alternative power solutions for the UK project.

The piece also highlights the growth risks tied to power shortages for data centres, which affect companies like Microsoft, among others.

https://www.investing.com/news/economy-news/microsoft-pulls-out-of-uk-data-centre-deal-with-nscale-telegraph-reports-4955855

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