AI’s biggest shift right now isn’t just better models, it’s who owns them. Microsoft is building in-house AI, NVIDIA is pushing physical AI and local agents, and the model race just got more crowded. Here are the must-know moves. [3][6]
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Microsoft’s MAI push: At Build, it unveiled MAI-Code-1-Flash for coding and MAI-Thinking-1, a medium-sized reasoning model, both aimed at lower token costs and less reliance on OpenAI. That could change developer pricing fast. [3][5]
🧵 2/5
NVIDIA’s GTC wave: GTC Taipei is centered on physical AI, agentic AI, and AI factories, with demos for OpenClaw and RTX Spark. The message is clear: AI is moving from the cloud to edge devices and robots. [12][17][6]
🧵 3/5
Anthropic and OpenAI keep racing: The AI Track says Anthropic’s IPO filing gives Claude a path to go public, while OpenAI is expanding Codex with Sites, Annotations, and plugins for enterprise work. The frontier is becoming a full product suite. [14]
🧵 4/5
Which move matters most: Microsoft’s in-house models, NVIDIA’s local AI stack, or Anthropic and OpenAI going broader? Reply with the one you think will reshape the next year most. [3][6][14]
🧵 5/5
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