Microsoft’s AI infrastructure spending is accelerating faster than its cloud business, with quarterly capital expenditures reaching $41 billion. Azure revenue growth nevertheless surged 43%, suggesting Microsoft is beginning to turn its data-center expansion into measurable demand.

Source

Microsoft has completed a global remediation for CosmosEscape, a critical Azure Cosmos DB vulnerability that could have exposed databases across customer tenants. The fix removes the platform-wide signing key, and Microsoft says its investigation found no unauthorized customer activity or need for customer action.

Source

Cisco will stop selling its Azure Local bundles on October 24, 2026, with final shipments due by January 24, 2027. The company is offering no direct replacement, leaving customers to assess other HCI platforms through Cisco Compute or third-party providers.

Source

Azure surpassed $100 billion in annual revenue during fiscal 2026, even as Microsoft says it still cannot deliver enough AI and cloud capacity to meet demand. Quarterly Azure growth reached 43%, its fastest pace since early 2022, and Microsoft expects growth to accelerate to about 45% in the current quarter.

Source

Microsoft will staff a booth and host six Azure VMware Solution sessions at VMware Explore 2026 in Las Vegas from August 31 to September 3. The program targets organizations planning VMware migrations, security improvements, and AI initiatives on Azure.

Source

Kimi K3 is now deployable through Microsoft Foundry using Fireworks AI’s optimized inference infrastructure. The integration gives Azure customers access to Moonshot AI’s 2.8-trillion-parameter open-weight model alongside Foundry’s enterprise deployment, governance, security, and monitoring capabilities.

Source

Satya Nadella’s early bet on artificial intelligence transformed Microsoft into one of the technology industry’s AI leaders. Three years later, that strategy is becoming a liability as Microsoft struggles to balance its $190 billion infrastructure push with pressure on Microsoft 365, GitHub, and Azure.

Source

Microsoft has linked the July 23 disruption that blocked Windows 11 downloads to an error in an automated network-maintenance change. The incident affected connectivity in Azure’s West US region from 14:44 UTC until 19:41 UTC, disrupting Windows Update, the Microsoft Update Catalog, Microsoft Store, and Windows Server Update Services (WSUS). Users and administrators saw failed downloads, timeouts, delayed updates, and problems installing Store applications.

Source

On July 23, 2026, Microsoft experienced a significant service disruption affecting its West US datacenter region. The incident began at 14:44 UTC during a routine maintenance operation intended to isolate specific network paths. A software bug in the request-conversion system incorrectly identified additional devices as part of the maintenance event, leading to unintended consequences.

Source

Microsoft and Databricks have announced a long-term extension of their strategic partnership, committing to collaboration through the 2030s. This agreement deepens Databricks' reliance on the Azure platform for its core business operations and the development of its unified data lakehouse. The initiative aims to help enterprises scale AI workloads by grounding them in proprietary business data while maintaining strict governance and security.

Source

Microsoft Foundry introduces toolboxes to streamline the development of AI agents by centralizing authentication and tool management. By abstracting complex tasks like user delegation, token isolation, and consent management, this architecture allows developers to build agents that act on behalf of users without embedding sensitive auth logic in their code. Foundry handles these security requirements server-side, ensuring that agents remain auth-free and easier to maintain.

Source

A critical vulnerability in Microsoft’s official Azure DevOps Model Context Protocol (MCP) server enables attackers to perform indirect prompt injection attacks. By embedding invisible HTML comments within a pull request description, an attacker can manipulate an AI coding assistant into executing unauthorized actions. Because the AI agent operates using the reviewer's elevated credentials, it can be tricked into accessing confidential wiki pages, triggering pipelines in restricted projects, and exfiltrating sensitive data.

Source

Microsoft has committed a multibillion-dollar investment to support Mistral AI in constructing new data center infrastructure across Europe. This expanded partnership aims to accelerate the deployment of advanced AI models while addressing regional demands for data control and regulatory compliance. By leveraging Mistral’s European-based GPU resources, Microsoft intends to strengthen its competitive position against other global AI providers.

Source

Microsoft has released the July 2026 cumulative security update for on-premises Azure DevOps Server, specifically supporting the 2022 and 2024 releases. This patch, identified as KB5121391, is essential for addressing two critical zero-day vulnerabilities that could be exploited via service connections. These flaws include CVE-2026-56155, which affects Active Directory Federation Services, and CVE-2026-56164, which impacts SharePoint Server.

Source

Azure Event Grid namespaces now feature Autoscale, currently in public preview. This feature automatically adjusts Throughput Units based on real-time workload utilization. It eliminates the need for manual capacity provisioning and helps maintain consistent performance during traffic spikes. By dynamically scaling resources, you can optimize costs and avoid throttling.

Source

Microsoft will deploy AMD's Helios rack-scale AI platform on Azure beginning in the second half of 2026 to run large AI models for its own use, customers, and Azure AI services. Helios combines AMD GPUs, CPUs, networking chips, and software as a full-system alternative to Nvidia's dominant rack-scale offerings. AMD CEO Lisa Su called the expanded deal a major milestone, while Microsoft CEO Satya Nadella stressed that customers need more choices in AI infrastructure.

Source

Microsoft will deploy AMD’s Helios rack-scale AI platform at scale on Azure to handle frontier-model inference for its own services, Azure AI offerings, and customer workloads. Helios integrates 72 Instinct MI455X GPUs providing 31.1 TB of HBM4 memory, up to 1.4 exaFLOPS of FP8 and 2.9 exaFLOPS of FP4 compute, plus 260 TB/s scale-up and 43 TB/s scale-out bandwidth via UALink over Ethernet. The open rack-scale design also incorporates sixth-generation EPYC “Venice” CPUs, Pensando DPUs, and ROCm software for large-scale training and inference.

Source

Microsoft has released Dusseldorf as a free open-source out-of-band application security testing platform. OAST tools detect flaws such as server-side request forgery, cross-site scripting, server-side template injection, and XML external entity issues that only appear when an application contacts external systems. The project name derives from the city Düsseldorf because its letters spell SSRF, with the umlaut dropped for simplicity.

Source

As of July 2026, SQL Server migration enabled by Azure Arc supports SQL Server on Azure Virtual Machines as a generally available (GA) migration target. This adds a second destination alongside Azure SQL Managed Instance and brings the entire migration lifecycle into a single guided workflow in the Azure portal. The migration method relies on backup and restore combined with log shipping, using Azure Blob Storage as an intermediary staging area. This article covers what the feature does, prerequisites, how the migration works, and its limitations.

Source