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OpenAI

Tech Moves: Tableau CEO steps down; Microsoft taps new executive VPs; Avanade’s new CEO

Tableau CEO Ryan Aytay departs Salesforce after 19 years, hinting at a “new challenge” ahead. His exit follows other recent leadership departures at the company. Also, Microsoft names four new EVPs. And Avanade taps a new CEO. Read More

Microsoft’s historic plunge: Why the company lost $357 billion in value despite strong results

Microsoft beat its own forecast. Revenue rose 17%. Cloud crossed $50 billion. So why did the stock fall 10%, erasing $357 billion in market value? We dig into the numbers behind the company’s worst post-earnings drop in 13 years. Read More

Podcast

GeekWire Field Trip: Starbucks rebounds, Microsoft slides, and Amazon resets

This week on the GeekWire Podcast: We hit the road for a driving tour of the week’s news, making stops… Read More

Microsoft beats expectations, cloud tops $50B as OpenAI and Anthropic deals reshape its business

Microsoft’s big financial bet on artificial intelligence got even bigger in the December quarter, but it also showed continued signs… Read More

Microsoft unveils Maia 200 AI chip, claiming performance edge over Amazon and Google

Microsoft says its new Maia 200 chip outperforms Amazon’s and Google’s latest AI silicon on key benchmarks. The chip is already running Copilot and GPT-5.2 in production. Read More

Podcast

Microsoft’s private OpenAI emails, Satya’s new AI catchphrase, and the rise of physical AI startups

This week on the GeekWire Podcast: Newly unsealed court documents reveal the behind-the-scenes history of Microsoft and OpenAI, including a surprise: Amazon Web Services was the Silicon Valley AI lab’s original partner. We tell the story behind the story, explaining how it came to light. Read More

Gates Foundation, OpenAI launch $50M AI health initiative targeting 1,000 clinics in Africa

The Gates Foundation and OpenAI are launching a new partnership aimed at bringing artificial intelligence into frontline health care systems across Africa, starting with Rwanda. Read More

Satya Nadella, Sam Altman

The Microsoft-OpenAI Files: Internal documents reveal the realities of AI’s defining alliance

Internal emails, texts, slide decks, and deposition testimony show how Microsoft went from being sidelined at OpenAI’s founding to wielding decisive influence over the AI lab that launched the generative AI era — and how that power is now being tested as OpenAI emerges as a platform company with leverage of its own. Read More

Microsoft responds to AI data center revolt, vowing to cover full power costs and reject local tax breaks

The tech giant’s new “community first” initiative includes pledges to pay full power costs, reject local tax breaks, and replenish more water than it uses — a response to growing backlash against AI infrastructure expansion. Read More

Bill Gates says there’s ‘no upper limit’ on AI, citing opportunity and risk

Bill Gates says there’s “no upper limit” on how intelligent AI systems will become, and warns the world needs to prepare now for the disruptions ahead. Read More

Microsoft debuts Copilot Checkout, joining AI shopping race vs. Amazon, Google and OpenAI

Microsoft is rolling out a new “Copilot Checkout” feature that lets shoppers complete purchases directly inside its AI chatbot, betting that its enterprise ties and retailer relationships can help it compete with OpenAI, Google and Amazon in the race toward AI-driven commerce. Read More

Amazon’s AI on the web, wrist, and phone: Tech giant chases consumer rivals with latest moves

Amazon is pushing Alexa+ beyond the smart speaker, bringing its upgraded AI assistant to the web, a redesigned mobile app, and new hardware initiatives. The moves, timed to CES, reflect the company’s effort to close the gap with consumer AI rivals such as ChatGPT and Gemini. Read More

Allen Institute for AI rivals Google, Meta and OpenAI with open-source AI vision model

Ai2 unveiled Molmo 2, a new open-source AI model that can analyze video with precision — tracking objects, counting events, and pinpointing exactly where and when things happen in a clip. The advanced vision system offers an open alternative to closed video models from Google, OpenAI, and others. Read More

Tech Moves: PSL’s Kevin Leneway lands at OpenAI; Madrona taps new director; and more

Kevin Leneway, a veteran engineering leader at the Pioneer Square Labs startup incubator in Seattle, is joining OpenAI as a solutions architect… Read More

30 years after Microsoft went ‘all-in’ on the internet, the tech giant’s AI strategy echoes the past

Thirty years after Bill Gates declared Microsoft was going “all-in” on the internet, echoes of that moment are resurfacing in the company’s sweeping AI push. The parallels — and the differences — reveal how Microsoft is navigating another era-defining shift. Read More

Stoke Space hot-fire test

OpenAI CEO reportedly turned to a Seattle startup in quest to challenge SpaceX on the space data frontier

OpenAI CEO Sam Altman’s interest in orbital data centers led him to look into investing in Stoke Space, according to The Wall Street Journal. Read More

Inside Microsoft’s new ‘Experience Center One’: What we learned at the edge of the AI frontier

In the glowing demo rooms of Microsoft’s new Experience Center One, the company is making a high-stakes pitch for the potential of AI agents — attempting to get businesses on board with its vision of the future. Read More

What is an AI ‘superfactory’? Microsoft unveils new approach to building and linking data centers

Microsoft unveiled its first AI “superfactory,” linking data centers in Wisconsin and Atlanta through a high-speed fiber network. It will use hundreds of thousands of Nvidia GPUs to train and run advanced AI models for key Microsoft partners such as OpenAI, and for Microsoft’s own internal models. Read More

Microsoft forms Superintelligence team to pursue ‘humanist’ AI under Mustafa Suleyman

Microsoft has formed a new Superintelligence team, led by Mustafa Suleyman, to pursue what it calls “humanist superintelligence” — advanced AI that remains under human control. The effort reflects Microsoft’s bid to shape the next era of AI while emphasizing safety and restraint. Read More

OpenAI’s $38B cloud deal with Amazon takes ChatGPT maker further beyond Microsoft

In a major expansion of its cloud partnerships, OpenAI signed a $38 billion deal with Amazon Web Services to train and run future AI models, reflecting both the scale of the AI boom and the increasingly complex ties among the industry’s biggest players. Read More

ChatGPT as a soccer advisor: Seattle Reign FC uses AI to develop winning defensive strategy

Generative AI has made its way onto the soccer field in a fascinating way. Read More

Amazon’s Anthropic investment boosts its quarterly profits by $9.5B

Amazon’s third-quarter profit jumped 38% to $21.2 billion, boosted in part by a $9.5 billion paper gain on its investment in AI startup Anthropic, maker of the Claude chatbot. Read More

With earnings on tap, Microsoft touches $4 trillion again after reaching OpenAI deal

With a new OpenAI partnership in hand, Microsoft is going into its earnings report Wednesday afternoon with a resolution to one of the biggest questions about its business. Read More

Microsoft gets 27% stake in OpenAI, and a $250B Azure commitment

Microsoft and OpenAI announced the long-awaited details of their new partnership agreement Tuesday morning — with concessions on both sides that keep the companies aligned but not in lockstep as they move into their next phases of AI development. Read More

Zillow’s ChatGPT app sparks industry debate over data control and licensing compliance

Soon after Zillow announced it was the first real estate company to launch an app in ChatGPT, some in the industry responded with alarm. Read More

At Amazon event, San Francisco Mayor Daniel Lurie defends city and touts AI-driven rebound

Amid tensions with President Trump over potential federal intervention, San Francisco Mayor Daniel Lurie used an Amazon event to declare the city “on the rise,” pointing to AI innovation and falling crime as proof of recovery. Read More

Trevor Noah says AI-powered video generators like OpenAI’s Sora could be ‘disastrous’

The comedian and former Daily Show host said AI video apps like OpenAI’s Sora could be “disastrous” if they continue to use people’s likenesses without permission. Read More

New platform, familiar risks: Zillow and Expedia bet on OpenAI’s ChatGPT apps rollout

Zillow and Expedia are among the first companies to launch apps inside ChatGPT, joining OpenAI’s new platform for conversational software — and raising familiar questions about control, privacy, and platform power in the AI era. Read More

How to avoid getting squashed by OpenAI, and other startup insights from the company’s strategy chief

At the Madrona IA Summit in Seattle, OpenAI strategy chief Jason Kwon outlined how startups can avoid getting “Sherlocked” by the AI giant, while also offering insights on AGI, profitability, and the company’s new push into e-commerce. Read More

Microsoft CEO Satya Nadella shakes up his own job, taps veteran exec as CEO of commercial business

Microsoft CEO Satya Nadella is handing off day-to-day commercial execution to longtime sales chief Judson Althoff, who takes on the new role of CEO of commercial business. The change frees Nadella to focus more on AI and long-term technology bets. Read More

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