Microsoft goes all-in on AI chips

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Good morning, AI enthusiasts. Microsoft just announced an $80 billion investment in AI chips and data centers to break free from Nvidia dependence and OpenAI partnerships.

How could this massive infrastructure play reshape competitive dynamics across the entire AI

In today's recap:

• Microsoft plans to build its own AI chip

• Claude gets file building and mobile powers

• Web publishers launch RSL payment protocol

MICROSOFT

Microsoft goes all-in on AI chips

Recaply: Microsoft plans to build its own AI chip clusters to become more independent in AI technology. The company wants to rely less on expensive Nvidia chips and its partnership with OpenAI. CEO Mustafa Suleyman shared these plans during a company meeting, highlighting Microsoft's $80 billion investment in AI infrastructure this year.

Key notes:

• Microsoft is spending $80 billion on AI data centers and chip development in 2025.

• The company wants to be "self-sufficient" and depend less on its OpenAI partnership.

• Azure Maia and Cobalt chips are being developed, with more versions planned.

• Their plan includes using open-source models and building their own AI tools.

• The new MAI-1-preview model is Microsoft's first AI model trained in-house.

Impact: This huge investment shows Microsoft wants to control its own AI future instead of relying on others. This move could change the AI chip market and challenge Nvidia's leadership.

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ANTHROPIC

Claude gets file building and mobile powers

Recaply: Anthropic's Claude AI got major upgrades. Claude now creates real files like Excel spreadsheets, Word docs, and PowerPoint presentations directly in chats. Users describe what they need and Claude builds it using a private computer environment. Mobile apps also gained location and calendar access for better assistance.

Key notes:

• Creates downloadable Excel, Word, PowerPoint, and PDF files from natural language requests.

• Runs code in secure environment to build spreadsheets with formulas and professional documents.

• Mobile apps connect to location and calendar for personalized help.

• Available for Max, Team, Enterprise users, Pro users soon.

• Company warns users to monitor chats due to security risks.

Impact: Claude transforms from chatbot to work partner. People turn conversations into finished documents, saving hours of formatting. Mobile connectivity helps with daily tasks like finding restaurants or scheduling. Security warnings show powerful AI needs careful handling.

AI LICENSING

Web publishers launch RSL payment protocol

Recaply: Web publishers are pushing back against AI companies taking their content for free. They created Real Simple Licensing (RSL), a new protocol that forces AI systems to pay for the articles, videos, and data they use for training. Big names like Reddit and Yahoo are leading this movement.

Key notes:

• RSL builds on the familiar RSS standard that websites already use for content distribution.

• Publishers can charge AI companies every time they crawl content or generate responses using their work.

• The nonprofit RSL Collective helps individual creators and small publishers band together for stronger negotiation power.

• Companies like Fastly and Quora provide technical support for implementing the new licensing system.

• Any website can start using RSL today by adding licensing terms to their robots.txt files.

Impact: This protocol could end the era of AI companies freely using web content without permission. Publishers finally have a standardized way to demand fair compensation for the content that powers artificial intelligence systems.

NEWS

📰 What matters in AI right now?

• Meta signed a $140M deal with German startup Black Forest Labs to use their AI image generation technology over two years.

• Alibaba and Baidu began using internally designed chips to train AI models, partially replacing Nvidia processors amid U.S. export restrictions.

• Anthropic launched web fetch APIs for Claude, enabling developers to build apps with current web information for $10 per 1,000 searches.

• Reddit unveiled Pro tools for publishers featuring article insights, RSS auto-import, and AI community recommendations with early adopters including The Atlantic and NBC News.

• Meta expanded Community Notes with user alerts when interacted posts receive fact-checks and opened note requests to all users, reaching 70,000+ contributors.

• FTC launched an inquiry into seven companies including Meta, OpenAI, and Google regarding AI chatbot companions and their potential effects on children and teens.

• Alibaba released Qwen3-Next-80B-A3B, an 80-billion parameter model activating only 3 billion parameters, delivering 10x higher throughput at 10% training cost.

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EVENTS

• The AI Conference 2025: Sep 17 – Sep 18, 2025 · San Francisco, California, USA

• RecSys 2025: Sep 22 – Sep 26, 2025 · Prague, Czech Republic

• AI & Big Data Expo Europe 2025: Sep 24 – Sep 25, 2025 · Amsterdam, Netherlands

• MLCon 2025: Sep 29 – Oct 02, 2025 · New York, USA (hybrid)

• World Summit AI 2025: Oct 08 – Oct 09, 2025 · Amsterdam, Netherlands

• GovAI Summit 2025: Oct 27 – Oct 29, 2025 · Arlington, Virginia, USA

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Cheers, Jason

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