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Microsoft

Global software and cloud giant; Azure, M365, Intune; DMA probe and US cloud sovereignty risk.

On 28 August, Singapore’s cyber agency warned of two actively exploited SharePoint Server flaws and urged immediate patching, placing Microsoft’s on-premises collaboration software under fresh pressure.

Last refreshed: 24 September 2026 · Appears in 5 active topics

Key Question

Microsoft admitted to the French Senate it cannot guarantee French data stays in France: what does that mean for its European cloud business?

Timeline for Microsoft

#14 8 Oct
#14 6 Oct
#14 30 Sept
#14 29 Sept

Attributed the campaigns to Star Blizzard on 29 September

Cybersecurity: Threats and Defences: Star Blizzard lures think tanks by invite
#15 18 Sept
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Background

Across enterprise estates, Microsoft supplies Azure cloud services, Microsoft 365 productivity software, Teams collaboration tools, Intune device management and GitHub developer services. Incidents involving Teams, Intune and GitHub have shown how those products can each become part of a customer’s security exposure .

Corporate customers often use Microsoft across productivity, infrastructure, communications, device control, source code and security operations. That breadth makes identity controls, patching, data jurisdiction and service resilience recurring concerns rather than isolated product decisions.

Microsoft’s position in enterprise technology gives its cloud and workplace products wide operational importance. Procurement choices can therefore turn questions about legal control, local hosting and supplier concentration into decisions about an organisation’s core systems.

Key Issues
Server security

Microsoft’s servers face repeated patch alarms

Singapore’s cyber agency warned on 28 August that two actively exploited SharePoint Server flaws, scored 9.1 and 8.1, required immediate patches. The warning concerned software that customers run on their own servers, leaving Microsoft to supply fixes while each customer must apply them across its estate.

CISA added two further exploited SharePoint deserialisation flaws to its catalogue on 16 and 22 July, the third such listing in three weeks. For Microsoft, the sequence makes patch delivery and customer maintenance central to confidence in its on-premises collaboration products.

Cloud sovereignty

Microsoft loses a French cloud reference

France awarded its Health Data Hub contract to Scaleway on 23 April, with millions of health records due to leave Microsoft Azure from late 2026 or early 2027 if the French provider secures certification. The decision removed a prominent French public-sector reference from Microsoft’s cloud portfolio.

On 15 April, the Open Rights Group cited the US CLOUD Act and Microsoft’s earlier email shutdown for sanctioned individuals when arguing that UK data held by US firms faces jurisdictional risk. Microsoft’s public-sector prospects now depend partly on whether buyers accept that legal exposure.

Workforce change

Microsoft cuts jobs amid transformation

Microsoft told investors on 29 April that total company headcount would fall year on year in 2027, alongside 20 million paid Copilot seats and expanding capital spending. The forecast tied workforce planning to a company-wide push to sell and deploy new productivity tools.

On 6 July, Microsoft cut 4,800 roles, about 2.1% of its workforce, while chief people officer Amy Coleman described the changes as part of an AI-driven transformation and denied that the technology had directly replaced those roles. That distinction leaves Microsoft’s own employment choices under continued scrutiny.

Common Questions
Why did Kenya suspend the Microsoft data-centre project at Olkaria?
Kenya suspended the $1 billion Microsoft-G42 geothermal campus at Olkaria because the full 1 GW target would draw roughly a third of Kenya's entire installed national capacity of approximately 3 GW. President Ruto said building it would mean switching off half the country.Source: Lowdown data-centres update
What is Microsoft's out-of-band patch KB5091157 for?
KB5091157 is an emergency Windows Server patch issued by Microsoft in April 2026, fixing LSASS reboot loops on domain controllers with Privileged Access Management enabled. It affected Windows Server 2016 through 2025.Source: Microsoft / MSRC
Is Microsoft Azure safe from GRU hacking?
In April 2026 NCSC confirmed GRU Unit 26165 (APT28) was hijacking home routers to steal Microsoft 365 OAuth credentials. Microsoft services are a primary target for Russian state cyber operations.Source: Lowdown
What is the DMA cloud probe against Microsoft?
The European Commission opened a Digital Markets Act cloud gatekeeper investigation against Microsoft Azure and AWS in late 2025. The probe could mandate interoperability standards that lower switching costs for European customers. The US countered with a Section 301 investigation calling the DMA rules Economic warfare.Source: Lowdown
Will Microsoft's AI spending pay off?
Barclays analysis warns that sustained AI capital expenditure at current levels could significantly reduce Big Tech free cash flow. Whether enterprise AI revenue grows fast enough to justify the spending remains the central question for Microsoft investors.Source: Lowdown
How much is Microsoft making from AI in 2026?
Microsoft posted a record quarter in early 2026 driven by AI cloud revenue. Azure growth accelerated as enterprises migrated workloads to Microsoft's AI infrastructure, validating its massive capital expenditure.Source: Lowdown
Is Microsoft Azure subject to the US CLOUD Act?
Yes. Microsoft acknowledged before the French Senate in 2025 that it cannot guarantee French customer data on Azure would never be disclosed under US legal orders. This CLOUD Act exposure makes Azure ineligible for the highest tiers of EU sovereign cloud procurement under France's SecNumCloud and the EU's SEAL-3 framework.Source: French Senate / SecNumCloud
How did Handala hack 200,000 Stryker devices using Microsoft Intune?
Handala Hack obtained a single stolen Microsoft Intune administrator credential in March 2026. Using the Intune MDM console — with no malware deployed — they issued a factory-reset wipe command across 80,000–200,000 Stryker devices in 79 countries.Source: Stryker 8-K/A / Krebs on Security
What is Microsoft Copilot?
Microsoft offers two Copilot products: GitHub Copilot for developers and Microsoft 365 Copilot across Word, Excel, and other Office apps. Both use large language models to generate and edit content.
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