Microsoft pitched its own homegrown AI models, harnesses, and even a Mythos competitor on Wednesday, telling Wall Street it plans for continued growth.
When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing.
Companies without their own models β or without a layer of AI infrastructure known as AI gateways to separate their prompts from the model itself β will be in trouble, Nadella says.
In the AI-funding frenzy, many startups are raising back-to-back rounds at ever-increasing valuations β but even by those standards, Corgi stands out.
Etched, founded by three Harvard dropouts, has created new chips and memory components that speed up inference on any AI model -- no GPUs required, it says.
As Chinese AI models grow in capability and popularity among U.S. companies, the arguing over what should be done about them has reached a fever pitch.
Of all the debates raging about the potential downsides of AI, there is one worry causing the most hand-wringing among AI enthusiasts in Silicon Valley β that the giant AI labs that sell proprietary models are somehow acting like Trojan horses.
The company is using the cash to open an office in the Bay Area and compete for talent there, "strengthening its position at the heart of the world's leading AI ecosystem."