Nearly 70% of Microsoft's AI business is tied to OpenAI — and it's becoming a problem

Microsoft's strong quarterly report showed its AI business growing rapidly, but revealed that OpenAI services account for 65-70% of its AI revenue, making the company heavily dependent on its partner. This dependence poses risks if OpenAI falters, though Microsoft is trying to diversify with its own MAI models.

OpenAI Anthropic Google/DeepMind Microsoft

ByteDance Builds China's Largest AI Model

ByteDance is training an AI model with up to ten trillion parameters, three times larger than Moonshot's Kimi K3, currently China's largest. This could rival Anthropic's Mythos 5, estimated at around eight trillion parameters. The model is in pre-training, and the company has reportedly abandoned distillation.

ByteDance Moonshot AI Anthropic xAI