How Microsoft’s New Office Chief Fixed Copilot, OpenAI’s Plan to Revive Sora

Microsoft, OpenAI, and big tech are simultaneously reshaping AI infrastructure, products, and even biomedical research funding models.

• Maia scale-up: Microsoft unveiled Maia 300 chips, claiming better efficiency than NVIDIA GPUs for Copilot, targeting multiple gigawatts and millions of chips by next year, used first-party rather than sold to Azure customers.
• Lamanna's rise: Charles Lamanna, now EVP over Copilot and Office, convinced Nadella a year ago to pay for Anthropic models after demos showed them outperforming OpenAI's on Office tasks, leading to a major reorg.

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