SemiAnalysis:

A deep dive into Microsoft's AI strategy, including OpenAI, data center investments, neocloud renting, GitHub Copilot, MAI models, and the Maia chip  —  “The Big Pause”, AI Tokens Factory Economics Stack, OpenAI, Neocloud Renting, GitHub Copilot, MAI and Maia  —  Dylan Patel, Jeremie Eliahou Ontiveros, Myron Xie, and 6 others

SemiAnalysis:

A deep dive into Microsoft's AI strategy, including OpenAI, data center investments, neocloud renting, GitHub Copilot, MAI models, and the Maia chip  —  “The Big Pause”, AI Tokens Factory Economics Stack, OpenAI, Neocloud Renting, GitHub Copilot, MAI and Maia  —  Dylan Patel, Jeremie Eliahou Ontiveros, Myron Xie, and 6 others

Source: TechMeme
Source Link: http://www.techmeme.com/251113/p1#a251113p1