
Microsoft CEO Satya Nadella warns that AI users are paying twice for intelligence—once with money and once with proprietary knowledge—and advocates for enterprises to retain control over their data and models. He encourages the use of open-source models to reduce costs and enhance control, while cautioning against the use of proprietary models that could be exploited by competitors. Companies are moving toward open-source solutions, with tools like AI gateways and platforms like Solo.io and Vercel seeing increased adoption.
Microsoft is simplifying Copilot by combining its consumer and business apps, and dropping AI-generated podcasts, Group Chats, Deep Research, and its Mico character.

Nvidia has a plan to make sure its GPUs won't lose value. It wants to convince a new crop of financiers to keep lending for AI buildouts.

The tech giant has considered a nine-figure budget for the payments, according to the WSJ.
