Insider Brief Microsoft’s AI Economy Institute will study how artificial intelligence is being adopted across firms, industries and communities. According to Microsoft, the new cohort will focus on what it calls frontier firms and how they are reshaping work, job design, skill demands, productivity and regional economic development. Microsoft said the group includes outside researchers […]
The post ClearBridge Exits Microsoft and Amazon Stakes for This Memory Chip Play appeared on BitcoinEthereumNews.com.
TLDR ClearBridge initiated a fresh stake in Micron, driven by accelerating AI memory chip demand Microsoft and Amazon positions were reduced during the quarter The fund completely divested from Intuit due to concerns about AI disruption in tax software Additional purchases included Alphabet, Arista Networks, Blackstone, and Tesla Analyst sentiment on Micron remains positive despite a recent 17% price decline ClearBridge Investments has made significant adjustments to its Large Cap Growth Strategy holdings in Q2 2026. The investment firm established a new position in Micron Technology while reducing exposure to Microsoft and Amazon. Additionally, it completely divested its Intuit holdings. These strategic shifts signal ClearBridge’s evolving perspective on AI-driven growth opportunities for the remainder of 2026. The Case for Micron ClearBridge characterized Micron as a
Microsoft plans to focus more on in-house AI models in an effort to reduce its costs for generative AI (genAI), Bloomberg reports. The company has begun using its own MAI models to handle some user AI requests in Word and Excel rather than relying solely on models from OpenAI and Anthropic.
The company still uses third-party models, but has invested increasingly in its own AI solutions over the past year. At the Build developer conference in June, Microsoft unveiled seven new MAI models, including an AI code assistant and an image-generation model.
As the costs of advanced genAI models have risen, several tech companies — including Amazon, Meta, and Accenture — have reportedly been trying to find ways to reduce their expenses.
Microsoft has reportedly begun relying more heavily on its own in-house MAI models rather than third-party AI from OpenAI and Anthropic, according to a Bloomberg report. The company has started using MAI models to handle a portion of user prompts within Excel and Word, marking a shift from its previous approach of powering large parts […]
Microsoft's shift to in-house AI models signals a trend towards tech giants reducing reliance on external AI, impacting AI and crypto markets.
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Microsoft has launched Microsoft Frontier Company, a new consulting organization built to help enterprises plan and deploy AI. The company is investing a staggering $2.5B and deploying 6,000 industry and […]
The post Microsoft Launches New $2.5B AI Initiative With 6,000 Experts to Help Enterprises Deploy AI appeared first on AIwire.
Microsoft's shift to in-house AI models in 365 Copilot could reshape AI market dynamics, impacting competitors' valuations and strategic positions.
The post Microsoft to replace OpenAI, Anthropic models with in-house AI in 365 Copilot appeared first on Crypto Briefing.
Microsoft's shift to in-house AI models in Excel and Outlook could enhance profit margins but may impact OpenAI and Anthropic's revenue streams.
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The post Microsoft Cuts AI Bill by Replacing OpenAI and Anthropic in Software Products appeared on BitcoinEthereumNews.com.
Microsoft has begun swapping OpenAI and Anthropic models for its own MAI systems in Excel and Outlook, a shift aimed at curbing its fast-growing artificial intelligence bill. Tens of thousands of prompts in the two applications now run each week on Microsoft’s internally built models. Why Microsoft Wants to Cut Its AI Bill Microsoft consumes huge volumes of AI tokens across products such as its Copilot assistant. It currently gets much of that computing at a discount through a long-standing partnership with OpenAI. That arrangement will not last forever. AI chief Mustafa Suleyman’s team wants to avoid paying whatever leading labs charge once the discount ends. Bloomberg, citing a person familiar with the work, reported that Excel and Outlook had previously leaned more on OpenAI and Anthropic. Now, MAI usage accounts for a small share of overall AI activity. Follow
