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Microsoft News
Insider
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Big Tech was noticeably quiet about Trump in their latest earnings calls
- Big Tech had little to say about President Donald Trump during their recent earnings calls.
- Amazon and Apple were the companies that discussed tariffs the most, mentioning them a total of 42 times.
- Despite aligning themselves closer to Trump in the past, Big Tech executives did not mention him in their discussions.
- The companies discussed the impact of tariffs on their businesses, with Apple planning to divert iPhone production from China to India.
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Insider
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407
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What Big Tech CEOs are saying about their massive AI spending plans
- Big Tech companies like Meta, Microsoft, Alphabet, and Amazon are investing tens of billions of dollars in AI projects.
- Google's parent company, Alphabet, plans to spend approximately $75 billion in capital expenditures by 2025, mainly for data centers and server capacity for AI.
- Amazon expects increased capital expenditures of $100 billion this year, with a focus on AI for its AWS cloud computing division.
- Meta (formerly Facebook) has raised its full-year capex estimate to support AI efforts, while Microsoft is showing signs of being less bullish on AI spending.
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Kotaku
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Don't Wait If You're Planning To Buy A New PS5
- Microsoft recently increased the prices of Xbox Series S and X due to market conditions and tariffs related to the trade war with China.
- Analysts predict that PlayStation 5 prices may also increase as a result of tariffs, with the potential for the cheapest PS5 to go up to $550.
- Sony could either undercut or match Microsoft's price changes, with uncertainties about how they will respond given their market dominance.
- Current deals for PS5 bundles include the Astro Bot bundle at $400, providing good value for future gaming experiences.
- Considering upcoming releases like Death Stranding 2 and Ghost of Yotei, opting for a PS5 Pro for enhanced performance might be worthwhile.
- Early adopters of next-gen consoles like PS5 and Xbox Series X got them at the lowest prices, unlike past console generations where slim editions were released at reduced costs.
- The anticipated Switch 2 is likely to follow the trend of increasing console prices, with pre-orders for $500 bundles potentially being considered a bargain if prices rise.
- If you're planning to buy a new PS5, it's advisable not to wait, as deals may worsen over time due to potential price hikes and market conditions.
- Considering the uncertainty around tariffs and trade policies, purchasing a PS5 sooner rather than later could result in better value.
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Dev
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How to Install Microsoft Phi-4 Reasoning Locally?
- Phi-4-Reasoning is Microsoft’s specialized model designed for advanced reasoning tasks, focusing on math, science, and coding challenges with step-by-step problem-solving and clear explanations.
- Ideal for math olympiad problems, scientific queries, and complex coding tasks, Phi-4-Reasoning ensures accuracy and logical reasoning, running efficiently on a 14B parameter architecture.
- To install Microsoft Phi-4-Reasoning locally, utilize a GPU-powered Virtual Machine from providers like NodeShift, follow steps to create a GPU Node, select model, region, and storage, and configure image and authentication methods.
- By loading the model using provided code in a Jupyter Notebook, with necessary library installations, you can smoothly run inference and explore the model's advanced capabilities in math, science, and coding tasks.
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Silicon
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211
Image Credit: Silicon
Microsoft To Host Elon Musk’s Grok AI Chatbot – Report
- Microsoft is planning to host Elon Musk's Grok AI model, a move that might be unsettling for OpenAI, a company Musk is in legal dispute with.
- Microsoft, a significant backer of OpenAI, is preparing to host Grok AI model on Azure cloud service, potentially making it available to developers and within Microsoft's own products.
- Elon Musk has been at odds with OpenAI and its CEO, Sam Altman, over various legal matters, including OpenAI's restructuring into a for-profit business and Musk's attempts to acquire the non-profit.
- The tensions between Musk, OpenAI, and Microsoft have led to a series of legal battles and public disputes over the direction and principles of artificial intelligence development.
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Siliconangle
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56
Image Credit: Siliconangle
At RSAC, AI disrupts the cybersecurity status quo
- At RSAC 2025, the focus was on replatforming security and the impact of AI agents on the trend.
- Generative AI is aiding both attackers and defenders, emphasizing the importance of human insights for protection.
- Tech company earnings highlighted concerns over tariffs, impacting outlooks and stock performance.
- Big Tech AI competition intensifies with OpenAI challenging Google in shopping features and Meta launching an AI app.
- IBM plans to invest $150 billion in the U.S., potentially influenced by external factors like the Trump administration.
- Upcoming first-quarter earnings releases will provide insights into how major suppliers are navigating tariffs and economic conditions.
- Various tech events like IBM Think and FICO World will be covered, showcasing developments in AI and cybersecurity.
- Several advancements in reasoning AI models and services were introduced, enhancing generative AI capabilities.
- Financial movements included acquisitions and funding rounds in the cybersecurity and AI sectors.
- RSAC 2025 featured discussions on AI's impact on cybersecurity and the emergence of agentic AI tools in defense strategies.
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Medium
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126
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Why Microsoft’s Phi-4 Models Might Quietly Outsmart OpenAI
- Microsoft introduces Phi-4-Reasoning and Phi-4-Reasoning-Plus models for tackling reasoning challenges.
- Unlike other companies like OpenAI, Meta, and Google that release multiple large models, Microsoft focuses on building fewer high-impact models.
- The Phi-4 models are specialized for long-chain reasoning tasks, enhancing capabilities for anyone interested in reasoning, coding, math, or teaching AI to think like a human.
- Microsoft's approach with Phi-4 models stands out in the market by offering specialized models that can take on the toughest challenges with precision.
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Securityaffairs
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Image Credit: Securityaffairs
Microsoft sets all new accounts passwordless by default
- Microsoft announced that all new accounts will be “passwordless by default” to enhance security measures against various cyber attacks.
- New users will have multiple passwordless options for account sign-ins and will not need to set up a password.
- Microsoft's revamped login system prioritizes passwordless methods like one-time codes and passkeys for heightened security and user experience.
- This shift towards a passwordless future aims to improve security, reduce password usage by over 20%, and make sign-ins faster and more secure.
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VC Cafe
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Weekly Firgun Newsletter – May 2 2025
- Firgun refers to genuine delight in others' accomplishments, opposite of schadenfreude, plays a significant role in Israeli culture.
- Israel marks 77th Independence anniversary amidst challenges and celebrations, remembering fallen soldiers.
- Israeli startups recorded $531M funding in April, with notable exits like Wiz, showcasing resilience.
- In tech, Apple vs. Epic legal battle development, Amazon's AI model, and Microsoft's new models are highlights.
- Chinese AI advancements include Alibaba, Huawei, and Xiaomi unveiling new models and technology.
- Various funding rounds, including Lightrun's $70M Series B and exits like Nyx Security's acquisition, are noted.
- The newsletter features quotes, new funding rounds, exits, and updates in the tech and AI sectors.
- Globally, reports on AI startups, Gen AI usage, and startup valuations are discussed.
- Articles cover topics like ant-antisemitism, fintech in ecommerce, and the impact of AI on startup growth.
- The newsletter serves as a comprehensive update on Israeli and global tech trends and achievements.
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Ghacks
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Microsoft: 68 percent of users who sign in with passwords fail
- 68 percent of Microsoft users fail to sign in with passwords, according to Microsoft.
- Users who sign in with passkeys have a 98 percent success rate.
- Microsoft is making new accounts 'passwordless by default' and promoting passkeys for sign-ins.
- Passkeys offer better security but face challenges like compatibility and account recovery.
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24 Likes
VoIP
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Microsoft Accelerates Growth with AI and Cloud Expansion
- Microsoft reported a 22% revenue increase in its cloud business, totaling $42 billion in the last quarter, driven by AI and cloud sectors.
- CEO Satya Nadella emphasized the importance of cloud and AI for business growth, with Microsoft focusing on improving infrastructure efficiency and expanding data centers in 10 countries.
- Microsoft is investing in short-lived assets aligned with immediate revenue and value, ensuring infrastructure matches future workload growth while not over-concentrating data centers in one region.
- The company's analytics tools, like the Microsoft Fabric solution, are gaining traction, with a significant increase in customer rates, and more than 10,000 organizations have integrated their new AI management service.
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Global Fintech Series
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212
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Find and Buy with AI: Visa Unveils New Era of Commerce
- Visa has introduced Visa Intelligent Commerce which enables AI to find and buy, making shopping experiences more personal, secure, and convenient.
- The initiative opens Visa's payment network to developers building AI agents that transform commerce and aims to bring trust and security to AI-driven commerce.
- Visa partners with industry leaders in AI innovation like Anthropic, IBM, Microsoft, Samsung, Stripe, and more to enable personalized and secure AI commerce on a global scale.
- Visa Intelligent Commerce provides AI-Ready Cards, AI-Powered Personalization, and Simple and Secure AI Payments to empower consumers, merchants, and developers for a seamless, secure, and personalized AI commerce experience.
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Digitaltrends
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Microsoft accounts will push you to ditch passwords and use a passkey
- All new Microsoft accounts will go password-less by default for enhanced safety and convenience.
- Passkeys, which are digital keys protected by biometric locks, will be used for logging into Microsoft accounts.
- Users with existing Microsoft accounts can switch entirely to passkeys by deleting saved passwords and using biometric authentication.
- Passkeys can be created using cryptography techniques and are supported across various platforms like Windows, macOS, iOS, Android, and browsers like Microsoft Edge and Chrome.
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Analyticsindiamag
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Microsoft Looks Beyond OpenAI, To Host Elon Musk’s Grok on Azure
- Microsoft plans to integrate Elon Musk's Grok AI model into its Azure cloud service via Azure AI Foundry.
- This move hints at a potential shift in Microsoft's AI alliances away from OpenAI amidst tensions between Musk and OpenAI CEO Sam Altman.
- Grok will be accessible to developers on Azure AI Foundry for application development, with Microsoft providing hosting infrastructure but not compute for training future versions.
- Microsoft's inclusion of Grok in its AI portfolio reflects a broader effort to diversify beyond OpenAI, having tested models from Meta, DeepSeek, and xAI for Copilot products.
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Docker
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Image Credit: Docker
Simplifying Enterprise Management with Docker Desktop on the Microsoft Store
- Docker Desktop is now available on the Microsoft Store, enhancing installation and update experiences for developers and simplifying management for enterprise IT teams.
- For developers, benefits include automatic updates, streamlined installation process, and unified management alongside other applications.
- For IT administrators, features like native Intune MDM integration, centralized control, and security-compatible updates provide efficient deployment and management options.
- This collaboration addresses compliance, security concerns, and aims to increase productivity, operational efficiency, and compliance for organizations using Docker Desktop.
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