Good morning, AI enthusiasts. Microsoft just built a $2.5 billion business dedicated entirely to making sure AI actually works inside your company.
In today’s recap:
- Microsoft launches $2.5B AI deployment business
- Anthropic explores custom AI chip with Samsung
- Alibaba bans Anthropic’s Claude Code at work
- Debug your website automatically with Safari’s MCP server
Microsoft
Microsoft launches $2.5B AI deployment arm
Recaply: Microsoft just launched Microsoft Frontier Company, a new AI deployment business backed by $2.5 billion, with 6,000 experts helping customers build and improve their AI systems.
Key details:
- Bigger than Amazon’s plan: Amazon announced $1 billion for a similar AI team two days earlier.
- Already working with London Stock Exchange Group, Unilever and Novo Nordisk.
Why it mattersMicrosoft thinks AI engineering, not just AI models, is where the real money is. It already works with huge companies, so it has a head start.
Anthropic & Samsung
Anthropic explores custom AI chip with Samsung
Recaply: Anthropic just opened talks with Samsung to build a custom AI chip. The company hasn’t decided yet what the chip will do or how powerful it needs to be.
Key details:
- Anthropic wants Samsung’s 2-nanometer process and advanced packaging to rely less on Nvidia.
- OpenAI unveiled its own chip with Broadcom last week.
Why it mattersEvery major AI lab wants its own chips, but almost none can build one without leaning on the very companies they are trying to move away from.