Microsoft AI
Microsoft's Maia 200: 820 mm², 140B Transistors, But Older Memory
Six stacks of HBM3e and 7 TB/s, disclosed on the same afternoon OpenAI showed HBM4 at 15.4 TB/s — and Microsoft is still 'preparing to deploy.'
5d ago
#Microsoft
AI Safety
A Defence That Makes Stripped Models Confidently Wrong Instead of Refusing
Mark Russinovich proposes poisoning the payoff of safety removal: once guardrails are torn out, the model answers dangerous questions incorrectly.
Aug 19, 2026
Microsoft AI
Microsoft Told the Court That Punishing OpenAI Would Land on Microsoft Too
In the New York Times copyright MDL, Microsoft filed against sanctions sought from its own co-defendant — arguing a jury cannot be told to hold an adverse inference against only one of them.
Aug 14, 2026
Google AI
GitHub Retired Two Gemini Models From Copilot, Replaced By Preview
Gemini 2.5 Pro and Gemini 3 Flash are gone from every Copilot surface. The changelog says no action is required, which is true of the removal and not of what comes after it.
Aug 1, 2026
Microsoft AI
Microsoft Made $3.2 Billion on Anthropic, OpenAI Was Also a Gain
A widely repeated report described a $600 million OpenAI markdown in Microsoft's fourth quarter. Microsoft's own reconciliation shows the opposite — a $480 million gain — and the Anthropic windfall sits inside the adjusted earnings that beat consensus.
Jul 30, 2026
Microsoft AI
Azure Passed $100 Billion, But The Stock Moved On Depreciation
Fourth-quarter revenue reached $90.0 billion and Copilot hit 30 million paid seats. Microsoft also extended the useful life of its data centres from 15 years to 25, cutting its calendar-2026 capex headline by about $15 billion without changing what it intends to build.
Jul 30, 2026
Microsoft AI
Microsoft Says Its Security Model Scores 96% on CyberGym It Ran
MAI-Cyber-1-Flash and Project Perception put Microsoft into direct competition with the model vendors it resells — with a benchmark that compares a two-model system against rivals' single models.
Jul 28, 2026
Microsoft AI
Microsoft Bought More Dutch Farmland and Joined the Back of the Power Queue
Land-registry records show another 37.5 hectares next to its Middenmeer campus — plus a grid-connection application for a data centre the company says is still hypothetical.
Jul 27, 2026
Microsoft AI
Microsoft Is Short of Compute and Looking at Amazon and Google to Fix It
A record $190 billion capital-spending year has not stopped Azure customers queueing behind Microsoft's own Copilots — and after a run of GitHub outages, it was Amazon that supplied the capacity.
Jul 27, 2026
Microsoft AI
Microsoft Commits Billions to Rent Mistral's European Compute — With No Equity Attached
The expanded partnership makes the French lab a supplier of GPU capacity to Microsoft's own cloud customers, and puts Mistral Medium 3.5 and OCR 4 into Microsoft Foundry and Copilot Studio.
Jul 22, 2026
Microsoft AI
Nadella Tells Microsoft Staff Anthropic's Fable 5 Is Too 'Editorially Controlled'
The Microsoft CEO's unusually pointed criticism of a partner — 'when was the last time you had a creation tool that was so editorially controlled?' — lands months after Microsoft put $5 billion into Anthropic.
Jul 17, 2026
Microsoft AI
Microsoft Is Coaching Its Salespeople to Knock Down OpenAI and Anthropic, Bloomberg Reports
At an internal FY27 kickoff, executives reportedly told the sales force to attack rival AI products on cost, security and completeness — including a side-by-side deck arguing Anthropic's Claude runs slower and less accurately inside Microsoft's own Office apps.
Jul 16, 2026
Microsoft AI
Microsoft Launches 'Frontier' Company to Embed AI Engineers Inside Customers
A $2.5 billion unit of about 6,000 people will sit inside enterprises to build and run their AI — Microsoft's bet that the hard part of AI is deployment, not the model.
Jul 6, 2026
AI Data Centers
National Grid Bets $1.75 Billion on Dedicated Power for AI Data Centers
The utility is taking a stake in US developer Joulent to build generation next to data centers, sidestepping the grid queues that now delay AI buildouts.
Jul 5, 2026
