Keep pulling the thread on Mustafa Suleyman.
Microsoft and OpenAI finalized a new partnership contract in October 2023.
The October 2023 contract between Microsoft and OpenAI frees Microsoft to pursue the development of superintelligence independently.
Since October 2023, Microsoft has been assembling a dedicated team and building large-scale clusters to train its own frontier models.
At its Build conference, Microsoft announced seven new AI models across various modalities.
OpenAI expanded to become a full-stack company by launching consumer products like ChatGPT, building its own data centers, developing its own chips, and selling directly to businesses with ChatGPT Enterprise.
Microsoft determined it could not be structurally dependent on a third party like OpenAI for superintelligence IP in the long term.
Microsoft CEO Satya Nadella expressed concern about a partnership dynamic where Microsoft becomes a commoditized provider like Intel while OpenAI captures platform value like the historical Microsoft.
Microsoft's Maya 200 chip is 30% cheaper to operate within its own clusters compared to a GV200.
Microsoft's MAI-THINKING-1 model, when co-optimized with the Maya 200 chip, achieves a 1.4x improvement in performance per watt.
Microsoft's MAI-THINKING-1 model is now roughly on par with Anthropic's Opus 4.6 on performance benchmarks.
Microsoft's MAI-THINKING-1 model achieved a 97% score on the AME benchmark for reasoning performance.
Microsoft has entered a long-term partnership with Mayo Clinic to co-train a new foundation model for healthcare using Mayo Clinic's data.