Microsoft Becomes an AI Lab, Agents Go Infra, and the $725B Arms Race

6:345 chapters12 sources

0:006:34

About this episode

Microsoft launches seven in-house MAI models at Build 2026, Microsoft unveils agentic platform with native Windows runtime, Alphabet raises $80 billion for AI compute as hyperscaler capex hits $725 billion

Chapters

Sources & Citations

Microsoft Build 2026: Be Yourself at Work (Official Microsoft Blog)

blogs.microsoft.com

Building a Hill-Climbing Machine: Launching Seven New MAI Models | Microsoft AI

microsoft.ai

Microsoft's First Advanced Reasoning AI Is Here | The Verge

www.theverge.com

Microsoft MAI Models at Build 2026: Reasoning, Code, Voice, and the Shift to Model Ownership | Windows Forum

windowsforum.com

Microsoft Agent Framework at BUILD 2026

devblogs.microsoft.com

Build and Run Agents at Scale with Microsoft Foundry at Build 2026

devblogs.microsoft.com

Build 2026: Furthering Windows as the Trusted Platform for Development

blogs.windows.com

Microsoft Build 2026 Recap — All AI Announcements | A Guide to Cloud & AI

www.aguidetocloud.com

Alphabet Announces Proposed $80 Billion Equity Capital Raise to Expand AI Infrastructure and Compute

abc.xyz

Alphabet plans to raise $80 billion for AI goals, Berkshire to invest $10 billion | Reuters

www.reuters.com

Alphabet resets the bar for AI infrastructure spending (CNBC)

www.cnbc.com

Google, Microsoft, Meta, and Amazon capex spending to hit $725 billion in 2026, up 77% from last year | Tom's Hardware