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How Satya Nadella Built Microsoft's Four-Way AI Portfolio
AI Figures

How Satya Nadella Built Microsoft's Four-Way AI Portfolio

A 27% OpenAI stake worth $228B on paper, a $5B Anthropic bet that returned $3.2B in a single quarter, a multibillion-dollar Mistral infrastructure deal, and an in-house MAI model family: how Satya Nadella diversified Microsoft's AI bets across six years and four deal structures.

2 months ago
Mustafa Suleyman's Bid to Make Microsoft a Top-4 AI Lab
AI Figures

Mustafa Suleyman's Bid to Make Microsoft a Top-4 AI Lab

Microsoft renegotiated its OpenAI contract in November 2025, giving Suleyman's division formal authority to pursue frontier AI independently. By Build 2026 his team had shipped seven MAI models in under six months. The stated goal: eliminate what Microsoft pays Anthropic and become one of the top four AI labs in the world.

3 months ago

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