bibibi.ccLoading…
Connect scattered updates into a story you can understand.
BlockBeats, citing data from the BIT stock platform, reported that Microsoft's market capitalization has surpassed Nvidia's for the first time since June 2025.
PANews, citing Reuters, said that after Nvidia's stock fell more than 6%, Microsoft's market capitalization surpassed Nvidia's for the first time since June 2025.
Reports indicate that delays in third-party data centers and grid connections caused Microsoft's third-quarter capital expenditure to be approximately 5000000000 USD lower than planned. Super Micro Computer raised its revenue forecast, but there may still be a time lag between order growth and the actual deployment of computing power.
Microsoft reportedly did not renew some of its AI computing power lease agreements with Oracle in recent months and has gradually shut down the related resources, because the server chips are from an older generation and no longer meet its technical specifications. Oracle said the older generation of GPU remains in demand.
A Telegram channel posted a headline saying that the Democratic Party's restrictions on AI are beginning to show, Microsoft is abandoning expansion rights, and IPO companies are being revalued; no body details were provided.
Reportedly, Microsoft is strengthening oversight of some data center projects of Nebius, IREN, and Nscale, and may abandon risky projects. The completion time of IREN's Texas project may be delayed by several weeks or months, and the stock prices of both IREN and Nebius fell about 20% on Thursday.
The headline of the link states that Microsoft has reached an all-time high, Neocloud has plummeted, and describes the data center industry as a “licensing business.”
According to a SEC filing, Microsoft completed 10 tranches of USD note pricing, with a total size of 25000000000 USD, with coupon rates of 4.85%to 6.35%, and settlement scheduled for November 4.
Microsoft plans to issue 10 tranches of bonds with maturities from 2 years to 40 years, raising at least 25000000000 USD for general corporate purposes and capital expenditures.
Goldman Sachs released its analysis of Microsoft, stating that Azure growth 48%, cloud gross margin recovery, and discussing whether AI investment returns have reached a turning point.
Microsoft’s earnings exceeded expectations, revenue growth accelerated, and orders remained at elevated levels while maintaining positive cash flow.
Reports say that Russia has added Apple and Microsoft to the relevant register, requiring the two companies to store user data for 3 years and provide it when requested by security authorities. Refusal to cooperate could result in fines and blocking in Russia.