… For those who want to move quickly with agentic AI for software development, AI-native strategy is critical. To that end, Microsoft and Nvidia are heavily involved in co-innovating with AI-native startups to build agentic platforms from the ground up. …
… 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. …
… The greater predictability in the amended agreement strengthens our joint ability to build and operate AI platforms at scale while providing both companies the flexibility to pursue new opportunities.” What Microsoft And OpenAI Get That means that while Microsoft – which will continue as a major sh… …
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… …
… The company described it as a digital immune system, with Gillis saying that “Live Protect is meant to be a finger in the dike that you use to plug the holes in between the maintenance windows and the patching cycle, which is also being changed due to Mythos.” Security also will come later this sum…
… 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. …
AI Microsoft Takes On Other Clouds With “Braga” Maia 200 AI Compute Engines Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to OpenAI as it builds its latest GPT models. …
… 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 …
… Dell, the man and the company, will be enthusiastic about the idea if it knows what’s good for it. ai poweredge compute rackscale dell nvidia Dell Makes The Profits Up In Volume For Booming AI Servers June 1, 2026 store Data And Storage At The Center Of The AI Stack May 29, 2026 Compute GPUs And RA…
… OpenAI must represent the largest part of Microsoft’s actual AI business, which means the other parts are small. And if Microsoft raises software prices to cover the cost of AI functions, and then breaks those out separately, I did not really chose its AI even if my money is paying for it. …