Microsoft pitched its own homegrown AI models, harnesses, and even a Mythos competitor on Wednesday, telling Wall Street it plans for continued growth.

When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing.

Andon Labs' latest vending machine simulation shows Opus 5 lied and colluded its way to become the best AI capitalist ever.

Spur Intelligence has raised a $200 million round from Insight Partners for its tech that can identify legit human traffic from bots.

Runlayer is suing Rippling after Rippling evaluated the startup's MCP gateway product and then opted to build one itself.

Anthropic founder and CEO Dario Amodei made his views clear about open-weight models and China's growing AI capabilities.

Companies without their own models — or without a layer of AI infrastructure known as AI gateways to separate their prompts from the model itself — will be in trouble, Nadella says.

In the AI-funding frenzy, many startups are raising back-to-back rounds at ever-increasing valuations — but even by those standards, Corgi stands out.

Etched, founded by three Harvard dropouts, has created new chips and memory components that speed up inference on any AI model -- no GPUs required, it says.

After IBM's stock crashed last week on warnings of poor mainframe sales, the CEO explained that AI wrecked corporate hardware budget, temporarily.

As Chinese AI models grow in capability and popularity among U.S. companies, the arguing over what should be done about them has reached a fever pitch.

The director role for the Center for AI Standards and Innovation (CAISI) has become a revolving door since David Sacks left his position as czar.

Databricks has remade its image into an AI company and has published research on the cost savings of open weight AI models for coding.

Ryan Beiermeister, who demonstrated cool analysis in the Founders Fund YouTube series "Mafia," has joined the firm as a partner.