When Microsoft reported excellent earnings in the fourth quarter of its fiscal 2026 year (which ended June 30), it included an interesting little tidbit about how its investments in the two largest and competing AI labs are faring. For the quarter, it recorded its investment in Anthropic as a gain of $3.2 billion, increasing diluted
Microsoft is in a unique position as AI overtakes the tech industry. It is one of the world’s largest cloud providers and software-as-a-service companies, while also owning valuable stakes in the two largest artificial intelligence labs, OpenAI and Anthropic. Those incentives are starting to collide as Microsoft releases blockbuster financial results. The company just reported
Microsoft kept its capital spending forecast unchanged on Wednesday, becoming one of the first data center giants to maintain control of the industry’s rampant AI spending. Shares rose about 8% on the news. Earlier this year, the company said it planned to spend $190 billion on capital expenditures this calendar year. On Wednesday’s earnings call,
Microsoft on Monday launched its first specialized cybersecurity model along with a new AI cybersecurity platform at a small event in San Francisco, dealing a big blow to the major players in the space, namely Anthropic, Google and OpenAI. The company describes MAI-Cyber-1-Flash as a model created “to find challenging vulnerabilities in complex codebases.” The
Several AI companies, including Hugging Face, Meta, Microsoft, Mistral and Nvidia, have signed an open letter urging policymakers not to impose broad “premature restrictions” on open-weight AI models. The letter comes as Washington debates how the United States should respond to accusations that Chinese AI labs are stealing intellectual property from their American counterparts and
In his first post on “AI will transform every industry, power every company, and be built by every country,” Huang wrote in X. “Open models strengthen security and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.” On Friday, Nvidia, Microsoft, Meta, Mistral and others signed an open letter urging US policymakers not to crack down