Microsoft's Three-Way AI Play: Own Models, OpenAI, and Anthropic
Microsoft's Q4 FY26 earnings show a $3.2B Anthropic gain and $4.96B from OpenAI. Nadella says customers should swap models at will.
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Meta's AI Crisis: Avocado Delay, LeCun Departure, and the Unthinkable Gemini Lifeline
As Meta pushes its flagship AI model to May, considers licensing from Google, and loses its legendary chief scientist, the company's $135 billion AI bet faces its biggest test