Timeline
Microsoft unveiled MAI-Thinking-1, a 35B active parameter reasoning model scoring 97% on AIME 2025.
Microsoft released RAMPART, a pytest-native framework for testing AI agent safety
Released SkillOpt, training agent skills in text space
Released MAI-Transcribe-1, MAI-Voice-1, and MAI-Image-2 AI models
Launches 'Alexa for Shopping' AI agent for autonomous product research and purchase completion
4 new AI data center projects identified.
5 new AI data center projects identified.
Amazon set target requiring >80% of developers to use AI tools weekly
Hyperscalers including Microsoft plan $700B+ CapEx in 2026
Launched first purpose-built payment API for autonomous agents
Ecosystem
Amazon
Microsoft
Evidence (15 articles)
OpenAI's $100B Funding Round Poised to Shatter Records with $850B+ Valuation
Feb 19, 2026Aehr Test Systems Lands $41M AI Chip Order; H2 Bookings Top $92M
Apr 16, 2026Microsoft and OpenAI Reaffirm Alliance Amid Amazon Partnership Rumors
Feb 28, 2026OpenAI Raises $122B at $852B Valuation, Reveals $2B Monthly Revenue and 900M Weekly Users
Mar 31, 2026CNAS Report: AI Hits Silicon Wall as Chip Supply Trails $700B CapEx
May 11, 2026Anthropic Secures 5GW AWS Compute, $100B+ Deal for Claude Expansion
Apr 20, 2026OpenAI Claims 10GW AI Infrastructure Capacity Ahead of 2029 Target
May 1, 2026Anthropic, Google, Meta, NVIDIA Offer Free AI Learning Resources
Apr 9, 2026+ 7 more articles