#Microsoft
17 occurrences
- Week in review #25
US Commerce suspends Anthropic Fable 5, Mythos 5 models
Vast capital commitments defined the week, as hyperscalers projected a staggering $3 trillion investment in AI infrastructure over the next three years. Meanwhile, a U.S. government directive suspending advanced models from Anthropic underscored the growing geopolitical tensions surrounding AI development. - Week in review #23
Microsoft to replace OpenAI models with MAI stack in Copilot
Microsoft used Build to declare independence from OpenAI with seven homegrown models, Anthropic filed for an IPO, and Congress dropped the most ambitious AI bill the US has ever seen. Oh, and Nvidia entered the PC market.
- Week in review #22
Anthropic closes $65B Series H, $965B valuation exceeds OpenAI
Anthropic raised $65 billion at a near-trillion-dollar valuation, dropped Opus 4.8, and revealed that its Mythos model has already found over 10,000 critical software vulnerabilities. Sam Altman, meanwhile, admitted he was "pretty wrong" about AI taking jobs — and the Pope published an encyclical on the subject.
- Week in review #20
Cerebras IPO raises $5.55B, biggest US tech IPO since 2019
Cerebras pulled off the biggest tech IPO in years, surging 68% on its first day, while both OpenAI and Anthropic launched consulting arms to embed AI engineers directly inside enterprises. The model race paused for breath; the deployment race sprinted.
- Week in review #19
Anthropic forms $1.5B finance JV, faces Pentagon ban
Anthropic stormed Wall Street with a $1.5 billion joint venture and ten ready-made financial agents, while the Pentagon signed AI deals with eight tech giants and pointedly left Anthropic off the list. The week crystallised a strange new reality: one company can simultaneously be the most wanted partner on Wall Street and the most unwanted in Washington.
- Week in review #18
OpenAI, Microsoft overhaul AI deal, end exclusivity
OpenAI broke free from Microsoft's cloud and dropped GPT-5.5 in the same week, while Google and Amazon raced to write the biggest cheques Anthropic has ever seen. The walls between the AI giants are coming down — what's left is a fight over distribution.
- Week in review #15
Meta, Microsoft, Amazon drive $242B AI infrastructure deals
242 billion dollars flowed into AI in a single quarter, and the week showed exactly where it's all going.