#Microsoft
18 stories · 12 issues · daily Microsoft news timeline
#Microsoft timeline · newest first
Fri, Oct 16
Microsoft finishes pre-training MAI-Base-2, a 2.8-trillion-parameter model it says is 4x to 12x more compute-efficient than DeepSeek-V4-Pro-Base
Companies building their own large models now pitch "we didn't distill anyone" as a feature, adding a "where did the data come from" test to enterprise procurement that open models do not always pass.
Tue, Oct 13
Microsoft unveils its third-generation Maia 300 AI chip and plans multi-gigawatt deployments from 2027 as its main inference system
Cloud companies no longer build chips to have a spare option; they build them to carry the main load, and Nvidia's biggest competitors in inference are its biggest customers.
Microsoft's Copilot now mixes models from several labs and is reportedly on track to pay Anthropic more than $2 billion a year
Software companies are starting to buy models the way they buy components, picking whichever is better or cheaper for each kind of task, and that loosens the hold any one model company has on a customer.
DeepSeek reportedly leads the seed round of robot AI startup Winverse AI, valuing the months-old company at about $400 million
With large rounds in hand, model companies are starting to spend like big tech: training their own models while using investments to hold a position in the next field.
Mon, Oct 12
Anthropic books gross cloud sales while OpenAI books only its share, so their annualized revenue figures cannot be compared directly
Both companies are heading toward public listings, and prospectuses will put revenue methods on the table; the rankings now in circulation may be reshuffled.
Microsoft releases decision-scoring model Microsoft-Decision-1, built on an Alibaba open-weight model to answer multiple-choice questions for agents
The model that runs most often in an agent system is not necessarily the strongest one; routing, review and scoring are being handed to cheap, specialized small models.
Tue, Oct 6
Meta and Microsoft rein in employee use of Claude, with Claude Code users inside Meta down from about 60,000 to about 30,000
A model company's largest customers are often the ones most able to build models themselves, so this revenue arrives fast and needs no reason to leave.
OpenAI is in talks for a new $30 billion round, with UAE funds discussing up to $10 billion in total
When a company can raise $30 billion at a stated price with no lead investor, what is scarce in capital markets is no longer money but assets large enough to hold it.
Tue, Sep 15
Trump reportedly met Altman privately backstage at the Republican midterm convention, at Altman's request
The policy progress bar has moved from the hearing room to the green room.
Microsoft opens a public consultation on its 37-page Humanist AI code, ruling out legal personhood for AI
The consultation lasts six weeks, but the document governs models that start training in 2027.
Mon, Sep 14
Microsoft and Google respond to the AI slowdown debate as Trump rejects pausing U.S. model development
Companies are debating where to brake at specific capability thresholds, while government is focused on whether the U.S. remains ahead; the two sides lack a shared mechanism.
Fri, Sep 11
Microsoft Plans to Expand Data Centers From 12 GW to 38 GW, With a Third Serving AI Chips
Microsoft has translated its 2032 compute demand into a 38-gigawatt construction plan, making energization speed a ceiling on cloud growth.
Wed, Sep 2
Microsoft will disclose Azure quarterly revenue for the first time: $29.42 billion, up 42%
Volunteering the absolute number is both confidence and constraint; Azure now gets measured on the same ruler every single quarter.
Snowflake's Q2 revenue rises 35% to $1.55 billion, sending shares up more than 20% after hours
Raising the full-year guide is worth more than beating one quarter; it says the data layer is seeing booked usage, not pilots.
Sat, Aug 29
Lambda borrows $1 billion for Nvidia GPUs, with repayment riding on Microsoft's lease
When repayment comes from another company's lease, AI compute debt is no longer priced on the borrower.
Thu, Aug 13
Microsoft's Maia 300 Debuts This Fall, With Anthropic on the Target List
The watershed for in-house chips is not building them — it is selling them to a buyer who must choose suppliers carefully.
Tue, Aug 11
Microsoft Reportedly Set to Launch Maia 300 Chip as Early as September, Ordering Over 300,000 Units from TSMC
The 300,000 units are just a foot in the door; what truly decides this game is the queue order at TSMC's advanced packaging.
Thu, Aug 6
Microsoft Filings Show $24.1B in Revenue From OpenAI in Fiscal Year Ended June
Microsoft's largest AI customer is also one it invested in itself — in a growth phase the ledger reads as synergy; otherwise, it is exposure.