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Noel Walsh, head of Microsoft's Cloud Operations and Innovation department, stated that the company will bear the electricity costs associated with the expansion of data centers, without relying on government subsidies or passing costs onto other electricity consumers. Microsoft plans to invest $117 billion this year in building AI and cloud service computing power.Microsoft is collaborating with Chevron and investment firm Engine No. 1 to advance the large data center and supporting power project Project Kilby in West Texas. The project was previously affected by a local data center approval suspension but is still scheduled to begin construction in 2028 and fully operate by 2031. Chevron stated that the project will create jobs and stabilize tax revenue for the local area; Microsoft indicated that data center construction must bring net benefits to the community where it is located, or it will be difficult to continue.

On Thursday, Microsoft experienced a widespread service outage in Eastern Time, affecting thousands of users in multiple regions, involving Microsoft 365 services and Outlook. Amazon Web Services and Google users also reported service interruption issues.Microsoft is investigating, with the problem primarily concentrated on Exchange Online, caused by some servers unexpectedly becoming unavailable, leading to excessive load.

According to Gate market data, Supermicro Computer (SMCI.O) stock price fell by 11%, likely marking the worst single-day performance since June.

NVIDIA's board of directors announced today that co-founder Jensen Huang has resigned from his positions as President, Chief Executive Officer, and Director, effective immediately. The company's current Executive Vice President and Chief Financial Officer Colette Kress will serve as interim CEO while continuing to manage the company as CFO. The board has initiated the selection process for a new CEO, considering both internal and external candidates.The 58-year-old Kress joined NVIDIA in September 2013 and has been with the company for over 13 years, being one of the core management members who accompanied NVIDIA's growth from a graphics chip manufacturer to a global AI chip giant. During her tenure, NVIDIA's annual revenue grew from approximately $4.1 billion in fiscal year 2013 to $21.59 billion in fiscal year 2026.Before joining NVIDIA, Kress worked at Cisco for 3 years and spent 13 years at Microsoft, where she served as the financial leader of the Server and Tools division, and also worked at Texas Instruments for 8 years. She has long been responsible for NVIDIA's financial strategy, capital allocation, performance disclosure, and investor relations, serving as an important representative for the company in communications with Wall Street, and has participated in the company's quarterly earnings call multiple times.

MSCI announced that MicroStrategy (MSTR.O) will be removed from the MSCI Global Standard Index.

According to a report by Reuters, three informed sources stated that Microsoft and other companies and industry groups are urging the Trump administration to stop plans to ban the import of key components for AI data centers from China. The Federal Communications Commission (FCC) is advancing a related ban involving new optical modules from China, which are used to transmit data via fiber optics within data centers and connect servers, routers, and switches. Microsoft has met with officials from the White House Office of Science and Technology Policy and the National Security Council to explain the supply chain challenges that the ban could bring.John Miller, Vice President of Policy and General Counsel at the Information Technology Industry Council, stated that many cloud service providers have procured AI chips, and without optical modules, these chips will not be able to interconnect. According to Cleanview data, Microsoft currently has 35 data centers under construction in the United States, with another 134 planned. Counterpoint Research data shows that Chinese companies account for about two-thirds of the global optical module market, with Eoptolink and Zhongji Xuchuang as major suppliers.

Market news reports that Anthropic has launched office tools ahead of its IPO, competing with Microsoft (MSFT.O).

Microsoft (MSFT.O) has surpassed Nvidia (NVDA.O) in market value for the first time since June 2025.

IBM and Microsoft announced the launch of a brand new artificial intelligence agent platform aimed at driving transformation in specific industries.

Anthropic officially stated that it plans to issue 825 million Class A common shares through an initial public offering (IPO). The expected IPO price is between $70 and $78 per share. Selling shareholders will additionally sell 23,648,646 Class A common shares.Anthropic's investors include Micron Technology, Microsoft, TSMC, and NVIDIA.

According to official news, HIVE Protocol announced that it will officially launch on November 12 at 08:08 (UTC+8). This is an on-chain micro-strategy experiment based on the Web3 framework, aimed at exploring the community-built asset aggregation path for BNB.The protocol is initiated by DBCC (DAOBase Chinese Community), built on BEE, and receives technical and transparency support from DAOBase's "Build on BEE" policy, but it is not an official product of DAOBase. The protocol uses BNB as the core reserve asset and executes through smart contracts, featuring real-time verification of on-chain data, liquidity permission destruction, and mechanism automation, driven by community consensus to promote asset aggregation.According to the project plan, HIVE Protocol has a clear lifecycle, and after completing phase goals, the reserve assets will flow back into the ecosystem. The project positions this experiment as a practice of DAOBase's concept of "not just an aggregation engine for BNB, but also a builder of the BNB ecosystem," and will subsequently be subject to market and community evaluation.

According to a report by Decrypt, the blockchain data project Space and Time, supported by Microsoft, announced the launch of the Space and Time Enterprise platform, which allows enterprises to use private data for AI tools without relinquishing the underlying records. The platform can prove that computations based on private data are correct, enabling AI applications, auditors, and other relevant parties to verify results without accessing the database itself.The first batch of partners includes on-chain asset management firm Maple Finance, Indonesian automotive manufacturer and distributor Indomobil, Oracle software consulting company Trenez, and The Data Foundation, a nonprofit organization focused on government data based in Washington, D.C.Nate Holiday, CEO of the original developer of Space and Time, MakeInfinite Labs, stated that enterprises want AI agents to utilize this information to execute workflows, but the agents do not need unrestricted access to the records behind every computation.He mentioned that granting unrestricted data access to AI tools would create new exposure channels. The company is collaborating with clients in construction, engineering, and manufacturing to enable agents, reporting tools, and compliance teams to work based on the same set of business records and verify the computations they rely on.The platform is based on Space and Time's patented technology, Proof of SQL, which is used to prove that database queries are computed correctly and is currently compatible with Google Cloud's BigQuery. Enterprises can run it on their own servers without needing to operate a blockchain, purchase dedicated hardware, or rely on external proof services.With GPU acceleration, supported queries on millions of rows of data can be completed in one second and generate proofs. This technology can only prove that computations are correctly executed on given records and cannot determine whether the records themselves are accurate. Space and Time completed a $20 million strategic financing round led by Microsoft's venture fund M12 in 2022, and Grayscale previously launched a trust product for the SXT token.

According to the information released by the SEC, MicroStrategy (MSTR) director Patten Jarrod M sold 4,750 shares of the company's stock on November 4 at an average price of $141 per share, for a total value of approximately $669,800. After the transaction, his direct holdings decreased to 72,741 shares.

According to a report by The Information, Microsoft has reduced its capital expenditures for the third quarter by about $5 billion due to delays in the third-party data center it plans to lease. Sources say that the data center project by Iren located in Childress, Texas, has encountered delays, leading Microsoft to postpone some expenditures. Microsoft had previously announced plans to invest $9.7 billion over five years to lease servers equipped with NVIDIA GPUs from Iren.Power supply and grid access have also become bottlenecks for computing power delivery. Last month, Microsoft withdrew from a plan to lease a data center project in the UK from Nscale due to delays in grid access. As self-built data centers struggle to meet demand in a timely manner, Microsoft is simultaneously leasing computing power from multiple cloud service providers.Meanwhile, AI server supplier Supermicro continues to raise its performance expectations. The company's revenue for the first fiscal quarter reached $19.95 billion, exceeding analysts' expectations of $16.39 billion, and it expects revenue for the second fiscal quarter to be between $19.5 billion and $21.5 billion. The revenue forecast for fiscal year 2027 has also been raised from $65 billion to $72 billion to $72 billion to $82 billion. Bernstein pointed out that assessing AI computing power demand cannot simply rely on contract amounts or megawatt scale; it also needs to consider contract cancelability, duration, and actual deployment time; some projects may be delivered in phases, and chip procurement agreements may correspond to the same batch of computing power as data center leasing contracts.

Market news indicates that Microsoft is gradually terminating its transactions with Oracle related to renting artificial intelligence cloud computing power.

Cloud service company Iren expects to make significant investments in the foreseeable future, including capital requirements related to agreements with Microsoft and Nvidia.

In the U.S. midterm elections, 40 out of 41 ballot measures restricting data center construction are expected to pass. Despite significant investments in data centers by Microsoft and Amazon, their stocks fell approximately 2.5% and 1.5%, with declines lower than other related companies.The market believes that the slowdown in construction will help reduce capital expenditure pressure and improve free cash flow. Attention should be paid to the regulatory agenda and local policy implementation after the Democrats take control of Congress.

Supermicro (SMCI.O) collaborates with IBM (IBM.N) and NVIDIA (NVDA.O) to launch the KV caching solution, demonstrating significant advantages in inference performance.