Microsoft dumps OpenAI for its own AI

Microsoft is reportedly replacing OpenAI and Anthropic AI models with its own proprietary AI in some applications, signaling a strategic shift toward vertical integration and reduced reliance on external providers.

Ars Technica

Chinese AI startup DeepSeek is developing its own inference chips to reduce reliance on Huawei and Nvidia amid US export controls, mirroring similar vertical integration moves by OpenAI and Anthropic who seek greater control over their technology stacks.

CNBC

SambaNova raised $1 billion at an $11 billion valuation, positioning itself as a key Nvidia challenger in the AI inference chip market with major enterprise wins like JPMorgan Chase and potential 2027 IPO plans.

Thread Reader App

OpenAI launched GPT-5-Codex-Mini offering 4x more usage at lower cost, increased rate limits across tiers, and introduced Open Responses—an open-source spec for multi-provider LLM interoperability. These updates aim to improve developer productivity and reduce vendor lock-in for agentic systems.

Google Blog

Google Photos introduces Video Remix, a Gemini-powered feature that automatically transforms videos with cinematic effects and artistic styles, available to premium AI subscribers starting today.