Microsoft, Maia 300 and AI Chip
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In a post on X on Oct. 10, the Microsoft CEO said companies should assume an advanced AI model may be compromised and contain it from the start. “Think of it like an emergency brake,” he wrote. The timing is hard to miss. OpenAI recently stopped training its most capable models for the second time in three months.
By Stephen Nellis and Max A. Cherney SAN FRANCISCO, Oct 12 (Reuters) - Microsoft announced the next generation of its custom AI chip on Monday and said it plans to deploy potentially more than a million of them next year to back its internal AI services.
Azure demand is outpacing Microsoft's ability to supply it, Copilot seats are surging, and the backlog just hit a record, yet the stock has barely moved in a year. Here is what a steady monthly commitment could realistically turn into by 2030 under three very different scenarios.
I am initiating Microsoft with a Buy rating and a $611 price target, implying 14% upside. I believe Azure expansion, Microsoft 365 Copilot adoption, and enterprise AI applications can drive fiscal 2028 revenue to $437 billion and EPS to $22.
Brad Smith said the lack of US action gives the UK a unique opening to lead in terms of regulating AI.
LONDON, Oct 12 (Reuters) - Artificial Intelligence needs urgent global regulation with independent evaluators able to vet new developments, the president of Microsoft said, warning that AI currently faces fewer safety requirements than milk.
Microsoft President Brad Smith said artificial intelligence faces fewer safety rules than a carton of milk and called for global regulations, including a legal requirement to notify victims when a rogue AI program breaches their systems.
Windows 11 Search now lets Insiders change settings and arrange windows with inline actions. See five commands, supported builds, and how to enable it.
Junead Khan left Microsoft after two years to pursue his AI startup. He explains why he quit his six-figure job without customers or VC funding.
Microsoft is bringing Office editing into Copilot Notebooks, letting preview users revise documents alongside project references. The update also adds collaborative reports, while scheduled tasks are expected in the coming weeks.