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Microsoft AI Businesses China Windows

Microsoft Retreats In China (reuters.com) 57

Microsoft has been steadily scaling back its China presence, closing at least 15 branch offices and joint ventures over the past five years as Beijing favors domestic software. U.S. export controls also make it harder to grow its cloud and AI businesses, leaving the market with relatively little economic upside. Reuters reports: Microsoft took a major hit from the erosion of trust between Washington and Beijing, the five people said. China has since 2017 pushed the use of domestic software, which Beijing sees as more secure and whose quality is increasingly competitive with Windows and Office. U.S. restrictions, including export controls on advanced technology, have meanwhile hindered efforts to scale Microsoft's lucrative AI and cloud businesses in China.

[...] Microsoft ultimately decided to remain because it had carved out a profitable business servicing Chinese companies like TikTok owner ByteDance, which need Western technology to manage overseas operations, according to three people familiar with the matter. The company also believed that it needed a presence to maintain access to China's world-class engineering talent, two of them said. Microsoft had also cultivated a relationship with the government that is among the deepest of any tech company, its former China head Alain Crozier told Reuters. "Because of the geopolitics ... some days it's a little bit harder, but we never had a crisis," he said.

A Microsoft spokesperson did not address questions about the firm's deliberations on its China business but said it operates in a regulatory "environment that applies to every international supplier" and that it remains committed to the Chinese market. The state of Microsoft's China business reflects market competition, regulatory demands and technological trends, the company said.

Microsoft Retreats In China

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  • by bryanandaimee ( 2454338 ) on Thursday August 13, 2026 @07:06PM (#66288127) Homepage
    Chinese software is "more secure" by a very narrow definition of security. It's primarily national (Party) security they are worried about. That includes the need to spy on their own citizens. So it is intentionally insecure in almost every way that we would generally think of software security, but more "secure" for the CCP.
    • See that's the narrative that Americans love to tell themselves. But in reality the Chinese know that hidden backdoors don't stay hidden, and their national interest is best served by making software and devices secure for everyone. They don't need to spy on their citizens with secret software backdoors when cameras are on every corner and social credit records are openly implemented.

      They saw the idiotic attempts the Americans made with stuff like the clipper chip. They won't make that same mistake.

      • by gweihir ( 88907 )

        Indeed. The Chinese also know that publishing a story about a found backdoor in their software would be a great exploit for the US and hence they know that the US is looking. Strangely, nothing has been found so far. Or rather very obviously, nothing has been found and the whole thing is nothing but lies.

        And no, that is not "socialist" or "China loving". This is what is called a "fact". Obviously the MAGA cretins do not know what that is.

        • by zlives ( 2009072 )

          on the other hand it could be useful to keep that knowledge out of public sphere for exploitation. but that maybe giving to much credit

        • > Indeed. The Chinese also know that publishing a story about a found backdoor in their software would be a great exploit for the US and hence they know that the US is looking. Strangely, nothing has been found so far. Or rather very obviously, nothing has been found and the whole thing is nothing but lies.

          Or maybe, just maybe, when the Chinese AND the Americans IC agencies find exploits and backdoors in the other's countries, they keep them quiet and monitor, save for later, watch other people exploit,

    • Why bother compromising the software when you've already compromised the hardware? Why bother compromising the application when you've already compromised the operating system? Is hardware or software made by USA companies really any different?
      • Why bother compromising the software when you've already compromised the hardware? Why bother compromising the application when you've already compromised the operating system? Is hardware or software made by USA companies really any different?

        Some people think that companies doing all that for profit are fine and dandy, but it's evil and horrible when the government does it. Most of them are too stupid to put together that if companies here (USA) are doing it for profit, the government can pretty much have access to all of it anyway.

    • by nicubunu ( 242346 ) on Friday August 14, 2026 @02:38AM (#66288393) Homepage

      I expect it to be secure in other ways too, like containing no backdoor for US agencies, no chat control for EU and such.

    • by AmiMoJo ( 196126 )

      Microsoft software is the same. Their services in China comply with local laws re security services having access to them, as do Apple's.

      Of course in the US the same is true, they comply with US laws regarding access to customer data.

      If this concerns you then look at companies which don't operate in China due to those rules, such as Google.

  • Economics: export/import -> fiscal policy -> cultural corporate products (Microsoft, apple, GE, etc) And above is a class of artificial intelligence software writhing through and over, and encompassing, these forces, impacting them, I wonder, how?
  • Decline. (Score:5, Insightful)

    by Morromist ( 1207276 ) on Thursday August 13, 2026 @07:18PM (#66288143)

    I've noticed huge american companies are scaling back, leaving the world to China and India and others. Temu and similar companies are eating Amazon's lunch out there. Our car companies are producing far more expensive and inferior cars and wouldn't be able to compete internationally, but are protected by the goverment here. Airbus seems to be taking lots of marketshare from Boing. A lot of this is the result of tarriffs and the pointlessly setting fire to our international relationships we've built up for decades at considerable expense but I think there's also just a sense of laziness and complacency. Stocks are going up, the american market is the biggest more lucrative one, so why bother compete internationally? Microsoft could keep going in China, but nah, there's not a lot of profit there currently, so why bother? That's obviously shortsited and short-term thinking, but whose incentivizing anyone to do any other kind of thinking?

    • Re:Decline. (Score:4, Insightful)

      by Local ID10T ( 790134 ) <ID10T.L.USER@gmail.com> on Thursday August 13, 2026 @07:40PM (#66288171) Homepage

      Every empire rises, declines, and eventually falls into ignominy.

      The USA has been in ascendance for the past century. We are now early in the period of decline. Likely still the most powerful nation in many ways, but clearly losing ground in many more.

      • by kackle ( 910159 )
        Yes, we have much freedom, like the freedom to allow our decay.
    • Everyone prepping for wartime economies.
    • Foreign companies are leaving China in droves. The domestic market is collapsing there.

    • Re:Decline. (Score:5, Insightful)

      by jezwel ( 2451108 ) on Thursday August 13, 2026 @11:13PM (#66288319)
      Microsoft has previously capitulated to the US government and handed over customer data it holds even when outside US jurisdiction. Why would anyone trust Microsoft to secure their data?
      Microsoft operating systems are constantly sending telemetry - even screenshots - back to HQ. Why would you want to use an OS that spies on you?
      • by zlives ( 2009072 )

        ahem
        because i am a law abiding citizen doing nothing wrong, so, nothing bad can happen, it can only good happen

    • by AmiMoJo ( 196126 )

      Amazon is mostly just a marketplace for middle men who resell stuff from Alibaba with a 1000%+ mark-up. There is no point buying that stuff from Amazon because you can get it for less than 1/10th the price direct from AliExpress.

      Okay, Ali's return policy isn't as good, but when you save over 90% you can afford to take the odd hit. After a while you might get VIP status too, which lets you return items without having to send them back, at which point Amazon is pretty much dead for anything except Western bra

    • by kackle ( 910159 )
      I used to fly in Boings, but the rides were too bumpy for me.
  • Groundhog day... (Score:5, Insightful)

    by Ritz_Just_Ritz ( 883997 ) on Thursday August 13, 2026 @07:26PM (#66288151)

    This is at least the 2nd time they've done a retreat in China.

    There has never been a level playing field there for foreign companies.

  • Microsoft, LOL (Score:5, Insightful)

    by RitchCraft ( 6454710 ) on Thursday August 13, 2026 @08:18PM (#66288197)

    Yeah, letting China perform tech support for the DoD was probably the most boneheaded move ever. Bravo Microsoft ... Bravo.

    • by SpzToid ( 869795 )

      Yeah, letting China perform tech support for the DoD was probably the most boneheaded move ever. Bravo Microsoft ... Bravo.

      boneheaded and greedy

  • Well all that bribe money shoveled in Trump's direction sure look like it's paying off now, doesn't it?

  • That wouldveventually turn out to massively improve everyone's safety and quality of life so much.

  • "Microsoft had also cultivated a relationship with the government that is among the deepest of any tech company"

    That is like bragging that you are really good at disposing of bodies, but not really wanting to talk about how you got so good.

  • Let's see ... IBM supported Nazi Germany  while M$  & APPLE supports CCP China. Classic "flock"  behavior ...  turkeys feeding from  the same trough. I guess coder-boiz and investors do not care.
  • So when China goes to war next year you are already out.

  • Would be a great moment to do the same in the rest of world! After all these decades of being a continuous force for evil, FUD and other locust-like behavior..

  • by dwater ( 72834 )

    I'd successfully de-Googled myself some time ago, but have grown to rely on Microsoft Copilot for helping me with life issues. That still requires a VPN, and Copilot uses the evil Cloudflare to check I'm human which is exceedingly over-zealous for VPN users. So, I need to move off yet another US company's service because I want (geographic) freedom. I've attempted to switch to Kimi, but it's slower and the paid service is wait listed. It's also a real pita to move existing chats/issues from one AI to anothe

  • Typically Microsoft opens offices in order to foster "Government Relations". For example when Munich worked on ditching Windows in favor of their "Limux" project, Microsoft opened an office in Munich... and quickly there was political pressure to close down that project, moving to Windows again.... ... maybe that strategy didn't work in China. Maybe government officials are less corrupt than they are here.

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