Microsoft’s senior AI leadership has openly signaled a strategic shift: the company is preparing to build its own frontier-grade foundation models and the gigawatt-scale compute to train them, reducing operational dependence on OpenAI even as commercial ties remain in place.
Background...
Microsoft’s AI strategy has quietly pivoted from being almost wholly dependent on OpenAI to building a self-sufficient stack — and the company’s AI chief, Mustafa Suleyman, has now openly framed that pivot as a long-term plan to develop Microsoft’s own frontier-grade foundation models and reduce...