… AI-Native Is Now AI-native organizations are those building AI solutions from scratch. Their infrastructure and processes are designed to complement AI, versus integrating built or bought AI solutions within existing infrastructures and processes. …
… Nvidia still wants a software business in its P&L someday. power datacenter cooling ai dsx os nvidia Cisco Preps For A World Of AI Agent Coworkers, Frontier Model Threats June 3, 2026 Nvidia Extends Its Grip On The AI Datacenter Outwards June 2, 2026 Dell Makes The Profits Up In Volume For Booming …
… To make those investments in AI infrastructure, the AI model builders have themselves had to raise tremendous amounts of money from investors – sometimes including their AI compute engine suppliers, which is a bit of roundtripping, indeed. …
… Microsoft is rich enough to be an AI model builder, and it is even rich enough to open source some or all of the models if it thinks that will help make the models better or more ubiquitous. I am not advocating for that any more than I would for Microsoft to give away free Maia AI XPUs. …
AI Microsoft: Getting Margins From AI Means Sometimes Saying No Hot on the heels of an updated contract with OpenAI that will see the AI model builder commit to spending an incremental $250 billion for Azure infrastructure, Microsoft has reported that it has a revenue backlog dominated by its Azure… …
… Meta Platforms is a little different among the hyperscalers and the model builders in that is it not just adding AI to search or making generic and powerful models that can compete with the likes of OpenAI and Anthropic, carrying the open source banner high. …
… Net income was $38.46 billion, aided by a $7.6 billion gain from its 27 percent stake in OpenAI. In Q1 F2026, OpenAI’s books put a $3.1 billion loss on Microsoft’s books. The remaining $2.4 billion in Other income came from interest and other stuff. …