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.

Microsoft is moving toward using its own computer chips with the announcement Monday of its new Azure Maia 300 AI chips to be produced in 2027.

Microsoft just revealed its next-generation Maia 300 AI accelerator, which reportedly offers massive performance and efficiency improvements.

Microsoft will scale its in-house Azure Maia artificial intelligence chips to multi-gigawatt deployments from 2027, as the technology giant looks to make its own silicon the primary infrastructure for running AI workloads across its products and services.

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.

Nadella joined other tech moguls and researchers in calling for stronger safeguards and, in some cases, for the pacing of frontier development.

Bloomberg’s Ed Ludlow breaks down Microsoft's latest homegrown Maia chips, its latest effort to rely less on outside semiconductors to power its AI ambitions. Plus, Elon Musk wants to put chip development on fast-forward,

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.