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Microsoft sets October 7th San Francisco event on Windows, Surface and local AI

Microsoft has scheduled an event in San Francisco on October 7th to discuss how local AI will influence the next generation of PCs. CEO Satya Nadella and Windows/Surface chief Pavan Davuluri will attend, alongside Nvidia CEO Jensen Huang, hinting at a focus on RTX Spark PCs and possibly Surface Laptop Ultra pricing details.

Microsoft to reveal Azure's exact quarterly revenue under new two-segment reporting

Microsoft is restructuring its financial reporting from three business segments into two: Agents and Infra, and Devices and Consumer. As part of the overhaul, the company will for the first time disclose Azure's actual quarterly revenue figures rather than just year-over-year growth percentages, though the metric will now exclude GitHub cloud, Security Copilot, and Healthcare and Life Sciences cloud revenues.

OpenAI's ChatGPT Work and Microsoft Exchange Online hit by separate outages

OpenAI reported elevated errors and latency on ChatGPT Work, its enterprise AI agent, for about three hours on Monday, while Microsoft separately confirmed degraded functionality across Exchange Online. Downdetector logged over 1,100 reports for OpenAI products and nearly 4,600 for Microsoft Outlook around 2:24 p.m. ET, though the companies gave no indication the two incidents were related.