Worldwide spending on artificial intelligence is forecast to reach $2.59 trillion in 2026, up 47% from $1.76 trillion in 2025, according to Gartner. AI infrastructure accounts for $1.43 trillion this year, over 45% of total AI spending. The largest cloud and internet platforms are now committing more than $100 billion annually each to capital expenditures. Technology stocks have led the market, with the Nasdaq Composite up roughly 17% so far in 2026. Microsoft reported fiscal 2026 fourth quarter revenue of $90 billion, up 18%. Meta reported second quarter 2026 revenue of $60.80 billion, up 28% year over year. Broadcom reported third quarter fiscal 2026 revenue of $29.6 billion, up 86% year over year.

Resilinc has launched a plugin for Microsoft Copilot that integrates supply chain risk and compliance intelligence into Microsoft applications. The tool allows authorised users to ask natural-language questions about supply chain disruptions, suppliers, compliance risks, and regulatory issues, with responses tailored to their organisation's specific data and permissions. The plugin uses Model Context Protocol to connect Resilinc's supply chain graph with Copilot whilst maintaining existing security controls. It builds on Resilinc's collaboration with Microsoft, previously demonstrated at Hannover Messe. The integration supports Resilinc's broader compliance strategy, including recent extensions for the EU Deforestation Regulation. The plugin is available to eligible Resilinc customers through their account teams.

The Trump administration has suspended Microsoft from a programme allowing companies to apply for green cards for H-1B visa workers, accusing the firm of fraud. Vice President JD Vance stated that "for every worker that Microsoft laid off, they replaced that worker with one and a half foreign indentured servants". The H-1B programme, designed for high-skilled jobs difficult to fill with American workers, has faced criticism from Trump supporters who claim it undercuts domestic employment. Technology companies are the largest users, with nearly three-quarters of approvals going to workers from India. The announcement follows the administration's proposal of a $70,000 fee for international students seeking work authorisation through the Optional Practical Training programme. Vance also identified nine universities for investigation regarding potential J-1 visa fraud.