Microsoft launched seven first-party AI models at Build 2026, creating a direct alternative to OpenAI’s offerings on Azure ...
Thinking-1, the company’s first in-house reasoning model, trained without OpenAI data. MAI-Code-1-Flash rolls out to all ...
Microsoft released its first in-house coding model for GitHub Copilot on June 2, 2026, placing a company-built AI directly ...
At its Build developer conference, Microsoft announced a series of generative AI models to try and crack a market controlled ...
OpenAI Goes Live On AWS Bedrock As Microsoft Exclusivity Officially Ends. It took less than 24 hours to get on AWS.
"What you just saw is a pretty significant shift." ...
Microsoft announced on Wednesday that its OpenAI-enabled Azure offerings will be available to more of the federal workforce through a new Defense Information Systems Agency authorization that marks ...
You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Microsoft is facing capacity constraints, and OpenAI is driving a ...
Buy Anthropic exposure via AI infrastructure/enterprise picks-and-shovels: long NVIDIA (NVDA) and Microsoft (MSFT). Rationale ...