Next: Investigate the specific terms of Microsoft's partnership with Meta — is Microso

Investigate the specific terms of Microsoft's partnership with Meta — is Microsoft planning to offer Llama models as first-party alternatives to OpenAI on Azure? Also track Meta's MCP-related activity: any GitHub commits, technical blog posts, or conference talks mentioning MCP. Finally, monitor the AMD MI400 timeline — if Meta is co-designing custom silicon for inference, it suggests a long-term strategy to reduce dependency on Nvidia for both training and inference.