Bill Ackman takes a stake in Microsoft
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At least 10 former Allen Institute for AI staffers and researchers have joined Microsoft's Superintelligence team, including the core of the institute's OLMo open-source model effort.
Microsoft has invested $12 billion in OpenAI over the past seven years, and now has a 27% stake in that company worth a staggering $230 billion.
Microsoft is retiring “Copilot Mode” in Edge as it builds AI browsing tools directly into Edge on desktop and mobile.
Microsoft's new vulnerability-scanning system, codenamed MDASH, scored 88.45% on the CyberGym benchmark, surpassing single-model systems from Anthropic and OpenAI by using more than 100 specialized AI agents across multiple models.
Broadcom (NASDAQ:AVGO) and Microsoft (NASDAQ:MSFT) both delivered AI-fueled quarters revealing two different playbooks. Broadcom sells custom silicon and switches for hyperscaler data centers. Microsoft sells cloud,
AI thrives on data but feeding it the right data is harder than it seems. As enterprises scale their AI initiatives, they face the challenge of managing diverse data pipelines, ensuring proximity to insights, and supporting a growing range of workloads.
In terms of Microsoft's financial metrics, margins and FCF will likely continue suffering due to increased AI-infrastructure spending. However, the stabilization of operating leverage despite the rise in costs could indicate that Microsoft managed to make its transition to the AI world economical rather than purely driven by growth.
Microsoft (NASDAQ:MSFT) and Palantir (NASDAQ:PLTR) both delivered AI-fueled earnings beats this season, yet the businesses behind those tickers operate at completely different altitudes. Microsoft is the hyperscaler renting out the picks and shovels.
Microsoft’s aggressive AI push sparked backlash and the “microslop” trend. Now, the company is quietly scaling things back, shifting toward more subtle, useful AI across Windows and its apps.
Investigation into Microsoft 365, Teams, Azure, and Copilot integrations reflects widening scrutiny of AI-era competition concerns.
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Microsoft AI researchers just discovered something that’s going to make their bosses extremely mad
Relying on AI in the workplace? You may be about to discover a drastic problem. The post Microsoft AI Researchers Just Discovered Something That’s Going to Make Their Bosses Extremely Mad appeared first on Futurism.