Microsoft

Cloud, AI and the OpenAI partnership.

17 stories
latest 14 November 2026

Saturday, 14 November 2026
India backs Sarvam to build homegrown AI models
Why it matters: If AI becomes the base layer for banking, support and public services, who owns the models matters as much as who runs the cloud, as this week's Microsoft outage showed. A cheap local option also keeps more AI spending at home.
Saturday, 14 November 2026
Microsoft Outlook outage hits 70+ countries for about 19 hours
Why it matters: A handful of cloud providers now carry much of the world's daily work, so one bad upgrade becomes a global event. Know which tasks stop when email does, and keep a phone list and offline fallback ready.
Sunday, 1 November 2026
AI's power bill means data centres must be designed as energy assets
Why it matters: Where AI loads land on already tight grids, someone pays through new investment or higher bills. Designing for efficiency up front decides how much of that falls on neighbours.
Saturday, 31 October 2026
Intel's record crash caps a week when the AI trade cracked
Why it matters: For months the biggest tech firms calmed AI doubts by printing profits. If their own earnings growth is now slowing, the trade loses the cushion that kept smaller, debt-laden AI players afloat, and index-heavy portfolios feel it first.
Thursday, 29 October 2026
Norway weighs if its $2.3tn oil fund can drop Big Tech on ethics
Why it matters: Many investors copy the fund's exclusion lists, so if Norway decides some firms are too big to drop, ethical investing elsewhere may quietly shift too.
Wednesday, 28 October 2026
Fed expected to hold as markets see 73% odds of a December rate hike
Why it matters: Markets are already doing some of the Fed's work: falling stocks and wider credit spreads tighten conditions without a vote. That turns AI earnings into a quiet input to US interest rates, and so to borrowing costs well beyond America.
Tuesday, 27 October 2026
Microsoft offers buyouts to up to 60,000 staff as AI costs climb
Why it matters: This is a quieter way to reshape a workforce than layoffs, and it lets AI spending set the size of the rest of the company. Staff in India are in scope.
Monday, 26 October 2026
India makes 20% of the world's data but hosts 3% of data centres
Why it matters: Data centres decide where AI runs and who collects the rent. Owning the buildings without the models or chips could make India a landlord rather than an owner of its own AI economy.
Sunday, 25 October 2026
CoreWeave's debt pile tests whether the AI build-out can be financed
Why it matters: AI's story is shifting from technology to financing. If credit gets dearer, neoclouds may have to sell shares, and big-customer contracts become the real collateral.
Saturday, 24 October 2026
Tech Mahindra ties up with SpaceX's AI arm to modernise old software
Why it matters: Indian IT grew by maintaining old systems. Selling AI that rewrites them shows firms embracing the automation that could shrink their own people-heavy model.
Saturday, 24 October 2026
Microsoft's AI beats doctors on hard cases; AI phage given to patient
Why it matters: Medicine's bottlenecks are reaching the right diagnosis and finding a treatment fast. Both stories show AI shortening those steps, which matters most for rare cases and resistant infections.
Thursday, 22 October 2026
PHP2Shell, eMudhra, PingCAP: one week, three security scares
Why it matters: AI is now finding old flaws faster than defenders can patch them, and the weak link is often a script or a stolen password rather than exotic code.
Wednesday, 21 October 2026
Microsoft's exit from an Nscale lease is a reality check for neoclouds
Why it matters: If power, not demand, decides who delivers AI capacity, the neocloud boom may consolidate into firms that already have grid connections.
Saturday, 17 October 2026
CoreWeave shows the AI trade's weak spot: the borrowers
Why it matters: Higher-for-longer rates act like a tax on anyone in AI who isn't a cash-rich giant. Watch the borrowers: they crack first if the boom cools.
Saturday, 10 October 2026
Gillian Tett: five ways to tell if market trouble lies ahead
Why it matters: Credit markets often sense trouble before stocks do, and rates, oil and AI debt are now tied together.
Saturday, 10 October 2026
Lex: why OpenAI’s fuzzy revenue numbers matter for everyone
Why it matters: AI labs’ sales now feed the valuations of chipmakers, cloud giants and even power firms, so vague numbers ripple through ordinary portfolios.
Monday, 5 October 2026
AI data-centre debt is turning up everywhere
Why it matters: Riskier lenders are now funding the build-out behind AI’s biggest names.

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