Microsoft is replacing OpenAI and Anthropic models with its in-house MAI models for tens of thousands of weekly prompts in Excel and Outlook — an incremental cost move, not a break: the partners still carry most Copilot traffic.
Microsoft accelerated its Quantum Safe Program, targeting post-quantum cryptography across critical products and services by 2029 — saying quantum advances have moved the risk horizon closer than previously expected.
Multiple researchers — and a Reuters report — questioned Microsoft's topological-qubit results, citing unresolved measurements and code errors. Our read: the milestone thesis is contested, not settled.
Our read — labelled opinion, not investment advice.
Microsoft — Microsoft contracted multi-million tonnes of durable removal across suppliers — the demand that underwrites the buildout, making CDR a real market.