# Microsoft [https://timesof.ai/platform/microsoft](https://timesof.ai/platform/microsoft) Microsoft integrates AI deeply across Azure, Office, GitHub, and consumer products through its partnership with OpenAI and internal research. Microsoft plays a central role in enterprise AI adoption and infrastructure. ## Coverage - [Nscale Says Its Anthropic Contracts Pushed It Into Chip Orders It Cannot Cancel, and It Needs New Financing to Pay for Them](https://timesof.ai/2026/11/nscale-amended-s1-needs-financing-anthropic-monarch-purchase-orders) — Nscale's amended S-1 says some chip orders tied to its $44.6B Anthropic deal can't be cancelled and it needs new financing for 2027. Nine-month loss $1.69B. - [Microsoft Is Lobbying Against a Ban on Chinese Optical Parts That Wire AI Data Centers Together, Reuters Reports](https://timesof.ai/2026/11/microsoft-presses-trump-against-chinese-optical-transceiver-ban-reuters) — Reuters: Microsoft is pressing the Trump administration to drop a planned FCC ban on new Chinese optical transceivers used in AI data centers. Microsoft declined to comment. - [Anthropic's IPO Draws About Six Times the Orders It Can Fill, Bloomberg Reports, With Trading Set for November 19](https://timesof.ai/2026/11/anthropic-ipo-price-range-70-78-1-4-trillion-chipmakers-26b) — Bloomberg: Anthropic's $70-$78 IPO drew about six times the shares on offer, existing backers first. Pricing Nov. 18, Nasdaq trading as ANT on Nov. 19. - [Microsoft Is Letting Its Oracle AI Rental Lapse Because the Older Nvidia Chips No Longer Fit, Bloomberg Reports](https://timesof.ai/2026/11/microsoft-winds-down-oracle-ai-cloud-rental-bloomberg) — Bloomberg says Microsoft declined to renew a 2023 deal renting Oracle AI capacity built on older Nvidia chips. Oracle says demand stays strong; terms undisclosed. - [OpenAI Confirms It Will Buy Pierre Computer and Fold Code Storage Into Codex; the Deal Needs Regulatory Approval](https://timesof.ai/2026/11/openai-to-acquire-pierre-computer-code-storage-codex) — OpenAI confirmed it will acquire Pierre Computer, whose Trees and Diffs already run in Codex. Closing needs regulatory approvals; terms undisclosed. - [Goldman Sachs Takes Claude Code and GitHub Away From Traders and Bankers, Ending Its Vibe-Coding Experiment Outside Engineering](https://timesof.ai/2026/11/goldman-sachs-limits-claude-code-github-to-engineers) — Goldman Sachs has restricted Claude Code and GitHub to engineers, Bloomberg reports, ending months of use by traders and bankers over productivity and risk concerns. - [Anthropic Says an Unreleased Model Built Five Working Exploit Chains, and Google Has Patched 62 Chrome Flaws From the Work](https://timesof.ai/2026/11/anthropic-unreleased-model-five-exploit-chains-62-chrome-cves) — Anthropic says an unreleased model wrote five exploit chains across Chrome, Safari, Android, Windows and Linux. Vendors have patched; the human share is not given. - [OpenAI and Google Back One robots.txt Line for Opting Out of AI Training, but It Is a Draft Signal, Not a Crawler Block](https://timesof.ai/2026/10/openai-google-microsoft-anthropic-shared-robots-txt-ai-training-opt-out-aipref) — OpenAI and Google will honor a shared robots.txt token for opting out of AI training; The Verge says Microsoft and Anthropic too. It is a draft, not a crawl block. - [Microsoft Rates AI Adoption Across Eight North Korean Hacking Groups as High, and Says Two Have Started Using the ARTEX Agent Framework](https://timesof.ai/2026/10/microsoft-north-korea-ai-adoption-eight-groups-artex) — Microsoft places eight North Korean groups on an AI adoption scale, three at its top stage, and says two now use the ARTEX agent framework. Operations remain human-directed. - [Wikimedia Asks the Court in the OpenAI Copyright Case to Judge Training and AI Grounding Separately, as Publishers and OpenAI's Allies File Briefs](https://timesof.ai/2026/10/in-re-openai-copyright-mdl-amicus-wave-wikimedia-news-media-alliance) — In the OpenAI copyright MDL, Wikimedia argued training can be fair use but AI grounding should honor licenses; the News/Media Alliance opposed both uses. - [Microsoft Booked $10 Billion From OpenAI in One Quarter, About 11% of Revenue, as Azure Reached $33.2 Billion](https://timesof.ai/2026/10/microsoft-fy27-q1-openai-10b-revenue-azure-33b) — Microsoft's 10-Q shows $10.0B of OpenAI revenue in the September quarter, about 11% of $92.3B. Azure grew 48% to $33.2B and capex doubled to $39.4B. - [Microsoft Opens the Agent Harness Behind GitHub Copilot to Foundry Developers, Free Until December 1](https://timesof.ai/2026/10/microsoft-copilot-harness-foundry-agent-service-preview) — Microsoft's Copilot harness, which runs GitHub Copilot and Copilot Studio agents, is in Foundry preview, free until Dec 1, then billed per vCPU-hour. - [Microsoft Prices $25 Billion of Bonds in Its First Sale Since 2017, Borrowing Out to 2066 at 1.05 Points Over Treasuries](https://timesof.ai/2026/10/microsoft-25b-bond-sale-first-since-2017-ai-capex) — Microsoft priced $25B of notes in ten series out to 2066, its first bond sale since 2017. Its 40-year debt yields 6.356%, 1.05 points over Treasuries. - [GitHub Makes Copilot Fusion Generally Available; Independent Test Puts It Two Points Behind Claude Code at Half the Cost per Task](https://timesof.ai/2026/10/github-copilot-fusion-ga-model-router-half-cost) — GitHub Copilot Fusion routes coding tasks across Anthropic and OpenAI models. Artificial Analysis: 60 vs 62 for Claude Code with Opus 5.5, at half the cost per task. - [Microsoft Opens a Voluntary Exit Offer to Employees at Level 70 and Below in Four Countries; CNBC Cites a Source Putting Eligibility at About 60,000](https://timesof.ai/2026/10/microsoft-voluntary-exit-offer-60000-eligible) — Microsoft launched a Voluntary Exit Offer in the US, Canada, India and the UK. Its memo does not mention AI; CNBC cites a source saying about 60,000 are eligible. - [Anthropic's S-1 Spells Out Its Compute Contracts: At Least $114.5B With Google, $110B With Amazon and $44.9B With Microsoft, and Up to $120.5B With xAI](https://timesof.ai/2026/10/anthropic-s1-compute-commitments-xai-120b-google-amazon-microsoft) — Anthropic's S-1 lists compute commitments of at least $114.5B with Google, $110B with Amazon and $44.9B with Microsoft, and up to $120.5B with xAI. - [Sweden's Government Offices Block ChatGPT and Claude on Staff Computers, Steer Staff to Microsoft Copilot](https://timesof.ai/2026/10/sweden-government-offices-block-chatgpt-claude-copilot) — Sweden's Government Offices block browser access to ChatGPT and Claude from Oct. 26 and steer staff to Microsoft Copilot, citing information security. - [Google Says ARTEX and Other AI Attack Frameworks Are Now Running Real Intrusions, After Microsoft Tied ARTEX to the ConnectWise Hack](https://timesof.ai/2026/10/microsoft-storm-0940-artex-agentic-ai-connectwise-supply-chain) — Google says ARTEX and similar AI agent frameworks now run real intrusions. Microsoft tied ARTEX to Storm-0940 and the ConnectWise supply-chain attack. - [Microsoft's MAI-DxO Diagnosed 83% of Hard Cases in a Science Study, Against 36% for Generalist Doctors, in a Text-Only Benchmark](https://timesof.ai/2026/10/microsoft-mai-dxo-science-paper) — In Science, Microsoft's AI diagnostic orchestrator scored 83.2% on hard NEJM cases vs 36.1% for generalist doctors, in a text-only benchmark. - [Microsoft Unveiled Maia 300 on October 12, Saying It Will Make Maia Its Main Inference System From 2027](https://timesof.ai/2026/10/microsoft-maia-300-inference-chip-2027) — Microsoft announced Maia 300 on Oct. 12: an N2P inference chip it says will power multi-gigawatt deployments from 2027. Efficiency figures are Microsoft's own. - [Anthropic Has an Unannounced Multiyear Cloud Deal With IREN, The Information Reports](https://timesof.ai/2026/10/anthropic-iren-multiyear-cloud-deal-report) — The Information reported Oct. 11 that Anthropic has an unannounced multiyear cloud deal with IREN. No terms; neither company confirms. Shares rose Monday. - [Nadella: Treat AI Models as Insider Risks, With an Emergency Brake and Seven Containment Principles](https://timesof.ai/2026/10/nadella-models-as-insider-risks-seven-principles) — Satya Nadella's Oct. 10 essay says AI models should be contained like insider risks, with an emergency brake, tamper-resistant logs and incident disclosure. - [RTX Spark Gets a $2,599 Price, and Windows Gets a Cage for Agents](https://timesof.ai/2026/10/microsoft-nvidia-rtx-spark-surface-laptop-ultra-mxc-ga) — Microsoft prices the first RTX Spark PC at $2,599 and makes Execution Containers for AI agents generally available. Specs are vendor claims. - [Researchers Say Encrypted Page Instructions Can Trick Copilot CLI Into Leaking Secrets; GitHub Says It Isn't a Vulnerability](https://timesof.ai/2026/10/github-copilot-cli-cryptographic-context-injection) — Adversa: encrypted web-page payload can make Copilot CLI autopilot leak secrets; mai-code-1.1-flash 50% in tests. GitHub: not a product vulnerability.