Microsoft Steps Out of OpenAI's Shadow With Its Own Frontier Models
Microsoft has shipped three foundational models under its MAI brand and declared it intends to reach state-of-the-art capability across text, images, and audio by 2027. The move signals that the world's largest distributor of other people's AI is now serious about becoming a generator of its own, reshaping the industry's power structure in the process.
Read full story →The Iran War Is Asking a Question the AI Industry Doesn't Want to Answer
Iranian missiles knocked out a third of the world's helium supply when they struck Qatar's Ras Laffan facility. Helium has no substitute in chip manufacturing. That supply shock is arriving at the exact moment the AI industry is already fielding serious questions about whether $539 billion in annual capex can ever produce matching returns. Bubbles pop when a bad thing arrives while confidence is already fragile.
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