#Microsoft

Nebius plans $40 billion in 2027 spending as Microsoft data center delays mount

Nebius laid out $40 billion in planned 2027 spending on its third-quarter earnings call, funded largely by customer prepayments and loans backed by customer contracts. Its Vineland, New Jersey site for Microsoft, under a contract worth up to $19.4 billion, is months behind schedule, with only just over half of the Microsoft capacity now planned for delivery by year-end and the rest in Q2 2027. Nebius cut its 2026 revenue forecast by $200 million to $3 billion and reported third-quarter revenue of $981 million, up 571% year over year, while shares fell 17%.

Microsoft Research Focus Edition #98: AI Translation, KLS Conjecture Proof, and Faster Coding Agents

Microsoft Research Focus Edition #98 highlights AI advances bringing universal translation closer to reality and a new proof resolving the 31-year-old KLS conjecture in high-dimensional geometry. The edition also covers CompactionBench and APEC, which cut coding-agent context compaction costs by up to 25.4% and execution time by 9.6%, plus the Latent Core Tokenizer, which improved tokenization across 104 languages.

Jensen Huang resigns as Nvidia CEO amid espionage scandal; $1.4 trillion in market value lost

Jensen Huang resigned as Nvidia's CEO, president and board member effective immediately on November 12, 2026, after the Wall Street Journal reported the board planned to fire him over two extramarital affairs, one with a suspected Chinese spy. Nvidia has lost roughly $1.4 trillion in market value since an October 29 New York Times report on possible ties to Chinese intelligence, and CFO Colette Kress is taking over on an interim basis. Harvey C. Jones becomes the first independent board chair, while Huang's departure leaves no clear succession plan and could unsettle the alliance and guarantee structure built around him.

Same event; the pick carries“NVIDIA Announces CEO Transition as Jensen Huang Resigns, Colette Kress Named Interim CEO”

Microsoft Research Focus Edition #97: ForkPilot, CABRA, TeleTune and AI Use at Work

Microsoft Research Focus Edition #97 highlights ForkPilot, a self-improving agentic framework that matches the best existing methods while cutting AI processing demands by up to 59% across six benchmarks. The edition also covers CABRA, a framework showing coding agents still struggle to understand unfamiliar codebases, and TeleTune, which learns reusable skills from user activity logs. It also examines Copilot Chat activity, where document editing exceeded 20% of classified activities.

Microsoft Autopilot is built on OpenClaw, with contributions flowing both ways

Microsoft introduced Autopilot, a persistent personal agent built on OpenClaw, as part of its new Copilot experience, with a private preview expanding to first customers at the end of this month. Autopilot is the new name for Microsoft Scout, announced earlier this year, and Omar Shahine's team says it is working with OpenClaw and the OpenClaw Foundation on an enterprise-grade runtime. OpenClaw highlights upstream contributions from Microsoft engineers, including policy conformance checks, a native Windows companion, and reliability fixes for background jobs, restarts and duplicate replies.