Microsoft

Microsoft Buyout: First in 51 Years, 8,750 in $37.5B AI Bet

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Microsoft buyout marks the company's first workforce reduction in 51 years, cutting 8,750 US employees as $37.5B in AI capital expenditure surges 66%.

Microsoft Buyout has landed on roughly 8,750 US employees in the company’s first voluntary retirement program in 51 years. The April 23 announcement targets workers at the senior director level and below who satisfy a “Rule of 70” — years of service plus age totaling 70 or more — with detailed terms going out on May 7 and a 30-day decision window. The real bill behind the move is a single quarter of capex: Q2 FY2026 spending hit $37.5 billion, up roughly 66% year over year, almost entirely directed at AI data center buildout. Read more »

Passwords Cause 80% of Breaches — A Complete Passkeys Guide

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Passkeys replace password-based logins that drive 80% of breaches, using FIDO2 public-key cryptography adopted by 87% of enterprises and delivering 4x faster authentication.

💡 Key Takeaways Passkeys use public-key cryptography with origin binding, making phishing technically impossible — the private key never leaves your device. 87% of US and UK enterprises are deploying or actively planning passkeys; consumer adoption hit 69% by March 2026. Google’s passkey implementation delivers 4x higher login success rates and 2x faster authentication compared … Read more

Copilot+ PC Faces 10% Shipment Collapse: What It Means for MSFT in 2026

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Copilot+ PC shipments face a steep 10% collapse in 2026, casting serious doubt on $MSFT's near-term AI hardware growth strategy.

The gap between AI PC demand expectations and reality is putting MSFT’s earnings structure to the test — Generated by OpenAI DALL-E 3 💡 Key Takeaways Gartner projects a 10.4% drop in global PC shipments for 2026 due to soaring memory prices — a direct blow to the Copilot+ PC demand narrative MSFT’s CapEx surged … Read more