Microsoft is expanding its partnership with solar panel manufacturer Qcells to power its growing data centre operations driven by AI infrastructure demands. Under the agreement, Microsoft would fund power needs whilst Qcells develops new capacity to deliver electricity to either Microsoft or local utilities serving communities near new data centres. The partnership, which began in 2023 with 2.5 gigawatts of solar panels, was expanded to 12 GW of solar modules in 2024. The companies are also exploring virtual power plants combining residential and commercial batteries to reduce peak demand and lower consumer energy bills. Microsoft is a signatory to the White House's Ratepayer Protection Pledge, committing to building new power supply for data centre expansion. The company reported a 25% rise in 2025 emissions from data centre growth in its latest sustainability report.

Cypris has launched Cypris Q for Microsoft Copilot, integrating its AI-powered R&D intelligence platform directly into Microsoft's enterprise environment. The integration enables users to access specialised research workflows, including prior art research, technology scouting, and competitive intelligence, without leaving Copilot. Cypris Agents draw on an intelligence layer comprising over 600 million data points from global patents, scientific literature, chemical compounds, regulatory sources, and commercial data. The agents conduct multi-step research and return attributed, decision-ready outputs within the Copilot interface. The integration uses agent-to-agent architecture and Model Context Protocol infrastructure to connect securely whilst preserving existing Microsoft workflows and security environments. Cypris Q is available to eligible enterprise customers, with additional capabilities planned.

Microsoft reported fiscal 2026 revenue of approximately $331 billion, with growth of up to 18% driven by Azure and cloud applications. Azure and other cloud services revenue grew around 40% year over year, with fourth-quarter growth reaching 43%. The company's AI business achieved a $37 billion annual revenue run rate, up 123% from the previous year. This includes Azure AI services, Copilot for Office, and GitHub offerings. Paid Microsoft 365 Copilot seats have surpassed 30 million users. Microsoft plans around $175 billion in capital expenditure for calendar 2026, primarily targeting data centres, GPUs, and supporting infrastructure. Intelligent Cloud revenue has been growing near 30%. The company has over 450 million commercial Microsoft 365 users, with Copilot integrated into this base. Analysts at J.P. Morgan have set price targets in the mid-$500 range for 2027.