A deep dive into Microsoft's AI strategy, including OpenAI, data center investments, neocloud renting, GitHub Copilot, MAI models, and the Maia chip (SemiAnalysis)

SemiAnalysis: A deep dive into Microsoft's AI strategy, including OpenAI, data center investments, neocloud renting, GitHub Copilot, MAI models, and the Maia chip  —  “The Big Pause”, AI Tokens Factory Economics Stack, OpenAI, Neocloud Renting, GitHub Copilot, MAI and Maia  —  Dylan Patel, Jeremie Eliahou Ontiveros, Myron Xie, and 6 others