AI

Mistral Adds a New API That Turns Any PDF Document Into an AI-Ready Markdown File 24

Mistral has launched a new multimodal OCR API that converts complex PDF documents into AI-friendly Markdown files. The API is designed for efficiency, handles visual elements like illustrations, supports complex formatting such as mathematical expressions, and reportedly outperforms similar offerings from major competitors. TechCrunch reports: Unlike most OCR APIs, Mistral OCR is a multimodal API, meaning that it can detect when there are illustrations and photos intertwined with blocks of text. The OCR API creates bounding boxes around these graphical elements and includes them in the output. Mistral OCR also doesn't just output a big wall of text; the output is formatted in Markdown, a formatting syntax that developers use to add links, headers, and other formatting elements to a plain text file.

Mistral OCR is available on Mistral's own API platform or through its cloud partners (AWS, Azure, Google Cloud Vertex, etc.). And for companies working with classified or sensitive data, Mistral offers on-premise deployment. According to the Paris-based AI company, Mistral OCR performs better than APIs from Google, Microsoft, and OpenAI. The company has tested its OCR model with complex documents that include mathematical expressions (LaTeX formatting), advanced layouts, or tables. It is also supposed to perform better with non-English documents. [...]

Mistral is also using Mistral OCR for its own AI assistant Le Chat. When a user uploads a PDF file, the company uses Mistral OCR in the background to understand what's in the document before processing the text. Companies and developers will most likely use Mistral OCR with a RAG (aka Retrieval-Augmented Generation) system to use multimodal documents as input in an LLM. And there are many potential use cases. For instance, we could envisage law firms using it to help them swiftly plough through huge volumes of documents.
"Over the years, organizations have accumulated numerous documents, often in PDF or slide formats, which are inaccessible to LLMs, particularly RAG systems. With Mistral OCR, our customers can now convert rich and complex documents into readable content in all languages," said Mistral co-founder and chief science officer Guillaume Lample.

"This is a crucial step toward the widespread adoption of AI assistants in companies that need to simplify access to their vast internal documentation," he added.
Microsoft

Microsoft Warns of Chinese Hackers Spying on Cloud Technology (msn.com) 26

Microsoft warned that an advanced Chinese hacking group is waging a campaign of supply-chain attacks. From a report: The company's threat intelligence division said in a blog post Wednesday that the group, known as Silk Typhoon, was targeting remote management tools and cloud applications in order to spy on a range of companies and organizations in the US and abroad.

Microsoft said it observed in late 2024 that hackers were targeting cloud storage services, from which they would steal keys that could be used to access customer data. The group breached state and local government organizations and companies in the technology sector, seeking information on US government policy and documents related to law enforcement investigations. Silk Typhoon was behind a December hack that targeted the US Treasury Department, compromising more than 400 computers, Bloomberg News previously reported.

Security

CISA Tags Windows, Cisco Vulnerabilities As Actively Exploited (bleepingcomputer.com) 16

CISA has warned U.S. federal agencies about active exploitation of vulnerabilities in Cisco VPN routers and Windows systems. "While the cybersecurity agency has tagged these flaws as actively exploited in the wild, it has yet to provide specific details regarding this malicious activity and who is behind it," adds Bleeping Computer. From the report: The first flaw (tracked as CVE-2023-20118) enables attackers to execute arbitrary commands on RV016, RV042, RV042G, RV082, RV320, and RV325 VPN routers. While it requires valid administrative credentials, this can still be achieved by chaining the CVE-2023-20025 authentication bypass, which provides root privileges. Cisco says in an advisory published in January 2023 and updated one year later that its Product Security Incident Response Team (PSIRT) is aware of CVE-2023-20025 publicly available proof-of-concept exploit code.

The second security bug (CVE-2018-8639) is a Win32k elevation of privilege flaw that local attackers logged into the target system can exploit to run arbitrary code in kernel mode. Successful exploitation also allows them to alter data or create rogue accounts with full user rights to take over vulnerable Windows devices. According to a security advisory issued by Microsoft in December 2018, this vulnerability impacts client (Windows 7 or later) and server (Windows Server 2008 and up) platforms.

Today, CISA added the two vulnerabilities to its Known Exploited Vulnerabilities catalog, which lists security bugs the agency has tagged as exploited in attacks. As mandated by the Binding Operational Directive (BOD) 22-01 issued in November 2021, Federal Civilian Executive Branch (FCEB) agencies now have three weeks, until March 23, to secure their networks against ongoing exploitation.

AI

Microsoft Unveils New Voice-Activated AI Assistant For Doctors 18

Microsoft has introduced Dragon Copilot, a voice-activated AI assistant for doctors that integrates dictation and ambient listening tools to automate clinical documentation, including notes, referrals, and post-visit summaries. The tool is set to launch in May in the U.S. and Canada. CNBC reports: Microsoft acquired Nuance Communications, the company behind Dragon Medical One and DAX Copilot, for about $16 billion in 2021. As a result, Microsoft has become a major player in the fiercely competitive AI scribing market, which has exploded in popularity as health systems have been looking for tools to help address burnout. AI scribes like DAX Copilot allow doctors to draft clinical notes in real time as they consensually record their visits with patients. DAX Copilot has been used in more than 3 million patient visits across 600 health-care organizations in the last month, Microsoft said.

Dragon Copilot is accessible through a mobile app, browser or desktop, and it integrates directly with several different electronic health records, the company said. Clinicians will still be able to draft clinical notes with the assistant like they could with DAX Copilot, but they'll be able to use natural language to edit their documentation and prompt it further, Kenn Harper, general manager of Dragon products at Microsoft, told reporters on the call. For instance, a doctor could ask questions like, "Was the patient experiencing ear pain?" or "Can you add the ICD-10 codes to the assessment and plan?" Physicians can also ask broader treatment-related queries such as, "Should this patient be screened for lung cancer?" and get an answer with links to resources like the Centers for Disease Control and Prevention. [...]
DRM

'Why Can't We Screenshot Frames From DRM-Protected Video on Apple Devices?' (daringfireball.net) 82

Apple users noticed a change in 2023, "when streaming platforms like Netflix, HBO Max, Amazon Prime, and the Criterion Channel imposed a quiet embargo on the screenshot," noted the film blog Screen Slate: At first, there were workarounds: users could continue to screenshot by using the browser Brave or by downloading extensions or third-party tools like Fireshot. But gradually, the digital-rights-management tech adapted and became more sophisticated. Today, it is nearly impossible to take a screenshot from the most popular streaming services, at least not on a Macintosh computer. The shift occurred without remark or notice to subscribers, and there's no clear explanation as to why or what spurred the change...

For PC users, this story takes a different, and happier, turn. With the use of Snipping Tool — a utility exclusive to Microsoft Windows, users are free to screen grab content from all streaming platforms. This seems like a pointed oversight, a choice on the part of streamers to exclude Mac users (though they make up a tiny fraction of the market) because of their assumed cultural class.

"I'm not entirely sure what the technical answer to this is," tech blogger John Gruber wrote this weekend, "but on MacOS, it seemingly involves the GPU and video decoding hardware..." These DRM blackouts on Apple devices (you can't capture screenshots from DRM video on iPhones or iPads either) are enabled through the deep integration between the OS and the hardware, thus enabling the blackouts to be imposed at the hardware level. And I don't think the streaming services opt into this screenshot prohibition other than by "protecting" their video with DRM in the first place. If a video is DRM-protected, you can't screenshot it; if it's not, you can.

On the Mac, it used to be the case that DRM video was blacked-out from screen capture in Safari, but not in Chrome (or the dozens of various Chromium-derived browsers). But at some point a few years back, you stopped being able to capture screenshots from DRM videos in Chrome, too -- by default. But in Chrome's Settings page, under System, if you disable "Use graphics acceleration when available" and relaunch Chrome, boom, you can screenshot everything in a Chrome window, including DRM video...

What I don't understand is why Apple bothered supporting this in the first place for hardware-accelerated video (which is all video on iOS platforms -- there is no workaround like using Chrome with hardware acceleration disabled on iPhone or iPad). No one is going to create bootleg copies of DRM-protected video one screenshotted still frame at a time -- and even if they tried, they'd be capturing only the images, not the sound. And it's not like this "feature" in MacOS and iOS has put an end to bootlegging DRM-protected video content.

Gruber's conclusion? "This 'feature' accomplishes nothing of value for anyone, including the streaming services, but imposes a massive (and for most people, confusing and frustrating) hindrance on honest people simply trying to easily capture high-quality (as opposed to, say, using their damn phone to take a photograph of their reflective laptop display) screenshots of the shows and movies they're watching."
Space

Ask Slashdot: Would You Accept a Free Ride Into Space? 93

How confident are we about the safety of commercial space tourism? Long-time Slashdot reader theodp writes: It's one thing for Microsoft to boast that they dare to use Outlook instead of Gmail. But it took a whole other level of commitment for Jeff Bezos to join his brother Mark aboard Blue Origin's first passenger-carrying mission in July 2021.

So, while Bezos is unhesitant about sending himself and other celebrities and loved ones into space aboard Blue Origin, how confident are you about the current state of space travel safety?

If offered a free ride into space from Bezos's Blue Origin, or one of the other options like Virgin Galactic, Axiom Space, or Boeing's Starliner, would you accept or decline it?

Share your own thoughts and answers in the comments.

Would you accept a free ride into space?
Microsoft

Microsoft Outage Leaves Tens of Thousands Unable to Access Email and Other Apps (cnbc.com) 39

"Tens of thousands of users were unable to access various Microsoft programs on Saturday afternoon," reports CNBC: "We're investigating an issue in which users may be unable to access Outlook features and services," Microsoft 365 Status, the official Microsoft account for 365 service incidents, said in a post on X...

The number of reports that services such as Microsoft Outlook, Microsoft Exchange, Microsoft Teams, Microsoft 365 and Microsoft Azure were down spiked after 3:30 p.m. ET. More than 37,000 individuals reported an Outlook outage and roughly 24,000 reported an outage in the tech company's 365 service, according to Downdetector, while roughly 150 users reported their Teams accounts were down.

One hour ago Microsoft posted on X.com that "We've identified a potential cause of impact and have reverted the suspected code to alleviate impact. We're monitoring telemetry to confirm recovery..."

Minutes later they added that "Our telemetry indicates that a majority of impacted services are recovering following our change. We'll keep monitoring until impact has been resolved for all services." And the official status page for Microsoft Office says "We've confirmed that reverting the impacting service update has returned the service to a healthy state. We've entered a period of extended monitoring to ensure that the service remains stable, and to address any outstanding impact to other Microsoft 365 services."
The Internet

Microsoft Begins Turning Off uBlock Origin, Other Extensions In Edge (neowin.net) 73

Microsoft Edge is following Chrome's lead by disabling uBlock Origin and other Manifest V2-based extensions in its browser. Neowin reports: The latest Edge Canary version started disabling Manifest V2-based extensions with the following message: "This extension is no longer supported. Microsoft Edge recommends that you remove it." Although the browser turns off old extensions without asking, you can still make them work by clicking "Manage extension" and toggling it back (you will have to acknowledge another prompt).

Google started phasing out Manifest V2 extensions in June 2024, and it has a clear roadmap for the process. Microsoft's documentation, however, still says "TBD," so the exact dates are not known yet. This leads to some speculating about the situation being one of "unexpected changes" coming from Chromium. Either way, sooner or later, Microsoft will ditch MV2-based extensions, so get ready as we wait for Microsoft to shine some light on its plans.

Another thing worth noting is that the change does not appear to be affecting Edge's stable release or Beta/Dev Channels. For now, only Canary versions disable uBlock Origin and other MV2 extensions, leaving users a way to toggle them back on. Also, the uBlock Origin is still available in the Edge Add-ons store, which recently received a big update.

AI

DeepMind CEO Says AGI Definition Has Been 'Watered Down' (bloomberg.com) 42

Google DeepMind CEO Demis Hassabis says the definition of artificial general intelligence is being "watered down," creating an illusion of faster progress toward this technological milestone. "There's quite a long way, in my view, before we get to AGI," Hassabis said. "The timelines are shrinking because the definition of AGI is being watered down, in my opinion." DeepMind defines AGI as "AI systems that are at least as capable as humans at most cognitive tasks," while OpenAI has historically described it as a "highly autonomous system that outperforms humans at most economically valuable work."

OpenAI CEO Sam Altman recently declared his team is "confident we know how to build AGI," while modifying his personal definition to an AI "system that can tackle increasingly complex problems, at human level, in many fields." Hassabis suggested industry hype might be financially motivated: "There is a lot of hype for various reasons," he said, including perhaps "that people need to raise money." Microsoft CEO Satya Nadella separately dismissed AGI milestones as "nonsensical benchmark hacking," preferring economic impact measurements.
Microsoft

Microsoft To Shut Down Skype in May, Shift Users To Teams (xda-developers.com) 99

Microsoft said Friday it will shut down its Skype messaging service on May 5, replacing it with the free version of Microsoft Teams for consumers. Existing Skype users will have approximately 60 days to decide whether to migrate to Teams, where their message history, group chats and contacts will automatically transfer, or export their data including photos and conversation history.

The company will discontinue Skype's telephony features for calling domestic and international numbers, though it will honor existing Skype credits and subscriptions inside Teams until users' next renewal period. Skype Number users will need to port their numbers to other providers. Microsoft acquired Skype for $8.5 billion in 2011. The shutdown will not result in immediate job cuts.
Desktops (Apple)

Microsoft Releases a Copilot App For Mac 14

Microsoft has released a native Copilot app for macOS, offering AI-powered text and image generation, dark mode, and a Command + Space shortcut. The Verge reports: Microsoft is launching this new Copilot Mac app in the US, UK, and Canada today, and the iPad version is also being updated with a split screen mode. You'll also now be able to log into Copilot on an iPhone or iPad with an Apple ID, and upload text or PDF files to ask questions about the documents or generate a summary about them. This document summarization feature is also coming to the macOS app soon. You can download the app here.
Privacy

Thousands of Exposed GitHub Repositories, Now Private, Can Still Be Accessed Through Copilot (techcrunch.com) 19

An anonymous reader quotes a report from TechCrunch: Security researchers are warning that data exposed to the internet, even for a moment, can linger in online generative AI chatbots like Microsoft Copilot long after the data is made private. Thousands of once-public GitHub repositories from some of the world's biggest companies are affected, including Microsoft's, according to new findings from Lasso, an Israeli cybersecurity company focused on emerging generative AI threats.

Lasso co-founder Ophir Dror told TechCrunch that the company found content from its own GitHub repository appearing in Copilot because it had been indexed and cached by Microsoft's Bing search engine. Dror said the repository, which had been mistakenly made public for a brief period, had since been set to private, and accessing it on GitHub returned a "page not found" error. "On Copilot, surprisingly enough, we found one of our own private repositories," said Dror. "If I was to browse the web, I wouldn't see this data. But anyone in the world could ask Copilot the right question and get this data."

After it realized that any data on GitHub, even briefly, could be potentially exposed by tools like Copilot, Lasso investigated further. Lasso extracted a list of repositories that were public at any point in 2024 and identified the repositories that had since been deleted or set to private. Using Bing's caching mechanism, the company found more than 20,000 since-private GitHub repositories still had data accessible through Copilot, affecting more than 16,000 organizations. Lasso told TechCrunch ahead of publishing its research that affected organizations include Amazon Web Services, Google, IBM, PayPal, Tencent, and Microsoft. [...] For some affected companies, Copilot could be prompted to return confidential GitHub archives that contain intellectual property, sensitive corporate data, access keys, and tokens, the company said.

AI

OpenAI Rolls Out GPT-4.5 (openai.com) 23

OpenAI released an early version of its new AI model GPT-4.5 to select users on Thursday, following development challenges that delayed the project last year. The Microsoft-backed startup said the new model responds better to subtle cues in written prompts and excels at chatting, writing and coding. OpenAI expects it will produce fewer fabricated responses than previous versions.

Initially available as a "research preview," access is limited to software developers and users who pay $200 monthly for ChatGPT Pro subscriptions. The company plans to gather feedback before wider distribution. According to OpenAI's blog post, GPT-4.5 will be the company's last model that doesn't use additional computing power to analyze queries before responding. Future releases will incorporate the reasoning approach already used in its newer models like o1 and o3.
Microsoft

Microsoft Urges Trump To Overhaul Curbs on AI Chip Exports (wsj.com) 30

Microsoft is pushing the Trump administration to loosen and simplify a new system that would restrict the sales of cutting-edge U.S. artificial-intelligence chips to much of the world. From a report: In a blog post that is scheduled to be released Thursday, Microsoft will call for Trump's team to ease the limits on chips that can be used in data centers for training AI models so they no longer apply to a group of U.S. allies including India, Switzerland and Israel [non-paywalled source], company officials said. Those countries are in the second tier of a three-tier system that underpins the export controls.

Microsoft says the unintended consequence of that proposed system would be that allies facing limited U.S. chip supply would turn to China to get the tech infrastructure they need. China is using the proposed rule to argue to other countries that it would be a better long-term partner for AI infrastructure than the U.S., Microsoft President Brad Smith said in an interview. "Their message is these countries can't rely on the U.S., but China is willing to provide what they need," he said. "That is not good for American business or American foreign policy."

Supercomputing

Amazon Uses Quantum 'Cat States' With Error Correction (arstechnica.com) 11

An anonymous reader quotes a report from Ars Technica: Following up on Microsoft's announcement of a qubit based on completely new physics, Amazon is publishing a paper describing a very different take on quantum computing hardware. The system mixes two different types of qubit hardware to improve the stability of the quantum information they hold. The idea is that one type of qubit is resistant to errors, while the second can be used for implementing an error-correction code that catches the problems that do happen. While there have been more effective demonstrations of error correction in the past, a number of companies are betting that Amazon's general approach is the best route to getting logical qubits that are capable of complex algorithms. So, in that sense, it's an important proof of principle. Amazon's quantum computing approach combines cat qubits for data storage and transmons for error correction.

Cat qubits are quantum bits that distribute their superposition state across multiple photons in a resonator, making them highly resistant to bit flip errors. Transmons are superconducting qubits that help detect and correct phase flip errors by enabling weak measurements without destroying the quantum state. Meanwhile, a phase flip is a quantum error that alters the relative phase of a qubit's superposition state without changing its probability distribution. Unlike a bit flip, which swaps a qubit's state probabilities, a phase flip changes how the quantum states interfere, potentially disrupting quantum computations.

By alternating cat qubits with transmons, Amazon reduces the number of hardware qubits needed for error correction. Their tests show that increasing qubits lowers the error rate, proving the system's effectiveness. However, rare bit flips still cause entire logical qubits to fail, and transmons remain prone to both bit and phase flips. If you're still entangled in this story without decohering into pure quantum chaos, kudos to you!
Microsoft

Satya Nadella Argues AI's True Value Will Come When It Finds Killer App Akin To Email or Excel 95

Microsoft CEO Satya Nadella argues that AI's success should be measured by its impact on economic growth rather than achieving artificial general intelligence (AGI), emphasizing that true progress will come when AI finds a transformative application akin to email or Excel. The Register reports: "Us self-claiming some AGI milestone, that's just nonsensical benchmark hacking," the chief executive said during an appearance on podcaster Dwarkesh Patel's YouTube show this month. Nadella thinks a better benchmark for AI's success should be its ability to boost a country's gross domestic product. "When we say: 'Oh, this is like the industrial revolution,' let's have that industrial revolution type of growth. That means to me, 10 percent, seven percent for the developed world. Inflation adjusted, growing at five percent, that's the real marker."

Nadella suggested that growth hasn't eventuated because it's going to take time before folks understand how to use AI effectively, assuming they find a use for it -- just as it took some years for the personal computer to find its feet. "Just imagine how a multinational corporation like us did forecasts pre-PC, and email, and spreadsheets. Faxes went around, somebody then got those faxes and then did an inter-office memo that then went around, and people entered numbers, and then ultimately a forecast came out maybe just in time for the next quarter," Nadella explained. "Then somebody said: 'Hey, I'm just going to take an Excel spreadsheet, put it in an email, send it around, people will go edit it, and I'll have a forecast.' The entire forecasting business process changed because the work artifact and the workflow changed. That is what needs to happen with AI being introduced into knowledge work," the CEO said. [...]

"Don't conflate knowledge worker with knowledge work," he said. "The knowledge work of today could probably be automated, [but] who said my life's goal is to triage my email?" Instead, he argues AI agents will allow workers to focus on higher-value tasks. Whether this is actually how it'll play out, or whether enterprises will take this as an opportunity to reduce costs by cutting staff remains to be seen. ... "Today, you cannot deploy these intelligences unless and until there's someone indemnifying it as a human," he said.
Microsoft

Microsoft Trims More CPUs From Windows 11 Compatibility List (theregister.com) 95

Microsoft has updated its CPU compatibility list for Windows 11 24H2, excluding pre-11th-generation Intel processors for OEMs building new PCs. The Register reports: Windows 11 24H2 has been available to customers for months, yet Microsoft felt compelled in its February update to confirm that builders, specifically, must use Intel's 11th-generation or later silicon when building brand new PCs to run its most recent OS iteration. "These processors meet the design principles around security, reliability, and the minimum system requirements for Windows 11," Microsoft says.

Intel's 11th-generation chips arrived in 2020 and were discontinued last year. It would be surprising, if not unheard of, for OEMs to build machines with unsupported chips. Intel has already transitioned many pre-11th generation chips to "a legacy software support model," so Microsoft's decision to omit the chips from the OEM list is understandable. However, this could be seen as a creeping problem. Chips made earlier than that were present very recently, in the list of supported Intel processors for Windows 11 22H2 and 23H2.

This new OEM list may add to worries of some users looking at the general hardware compatibility specs for Windows 11 and wondering if the latest information means that even the slightly newer hardware in their org's fleet will soon no longer meet the requirements of Microsoft's flagship operating system. It's a good question, and the answer -- currently -- appears to be that those "old" CPUs are still suitable. Microsoft has a list of hardware compatibility requirements that customers can check, and they have not changed much since the outcry when they were first published.

Microsoft

Microsoft Quietly Launches Ad-Supported Version of Office Apps for Windows (windowscentral.com) 75

Microsoft has quietly launched a new version of Microsoft Office for Windows that can be used to edit documents for free, no Microsoft 365 subscription or Office license key required. From a report: This free version of Office is based on the full desktop apps, but has most features locked behind the Microsoft 365 subscription. The free version of Office for Windows includes ads that are permanently on screen when within a document in Word, PowerPoint, and Excel. Additionally, this new free version of Office also only allows you to save files to OneDrive, meaning no support for editing local files. To access the free version of Office, just skip the prompt to sign-in when you first run an Office app. From there, you will be given the choice to continue to use Office for free in exchange for ads and limited features. In this mode, you can open, view, and even edit documents, just like you can with the web version of Office.
AI

AI Reshapes Corporate Workforce as Companies Halt Traditional Hiring 119

Major corporations are reshaping their workforces around AI with Salesforce announcing it will not hire software engineers in 2025 and other companies laying off thousands while shifting focus to AI-specific roles. Duolingo has laid off thousands after implementing ChatGPT-4, UPS cut 4,000 jobs in its largest layoff in 116 years, and IBM paused hiring for back-office and HR positions that AI can now handle.

Amazon is redirecting staff from Alexa to AI areas, while Intuit is laying off 10% of its non-AI workforce. Cisco plans to cut 7% of employees in its second round of job cuts this year as it prioritizes AI and cybersecurity. Salesforce reports its AI platform is boosting software engineering productivity by 30%. SAP is restructuring 8,000 positions to focus on AI-driven business areas. The trend extends globally, with Microsoft relocating thousands during an "exodus" from China, while entry-level jobs on Wall Street are becoming obsolete.

A study found that 3 out of 10 companies replaced workers with AI last year, with over one-third of firms using AI likely to automate more roles in 2025. Job listings at large privately-held AI companies have dropped 14.2% over six months, JP Morgan wrote in a note seen by Slashdot. The transformation is creating new opportunities, with rising demand for AI skills in job postings. A survey of more than 1,200 users found nearly two-thirds of young professionals use AI tools at work, with 93% not worried about job threats, as business leaders view Generation Z's digital skills as beneficial for leveraging AI.
Microsoft

Microsoft Dropped Some AI Data Center Leases, TD Cowen Says (yahoo.com) 10

Microsoft has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it's securing more AI computing capacity than it needs in the long term. From a report: OpenAI's biggest backer has voided leases in the US totaling "a couple of hundred megawatts" of capacity -- the equivalent of roughly two data centers -- canceling agreements with at least a couple of private operators, the US brokerage wrote Friday, citing "channel checks" or inquiries with supply chain providers. TD Cowen said its checks also suggest Microsoft has pulled back on converting so-called statements of qualifications, agreements that usually lead to formal leases.

Microsoft in a statement on Monday reiterated its spending target for the fiscal year ending June, but declined to comment on TD Cowen's note. Exactly why Microsoft may be pulling some leases is unclear. TD Cowen posited in a second report on Monday that OpenAI is shifting workloads from Microsoft to Oracle as part of a relatively new partnership. The tech giant is also among the largest owners and operators of data centers in its own right and is spending billions of dollars on its own capacity. TD Cowen separately suggested that Microsoft may be reallocating some of that in-house investment to the US from abroad.

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