Microsoft logs $3.2B from Anthropic investment, but OpenAI was a mixed bag

When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the two biggest, and competing, AI labs are doing.

Nvidia on Monday said it is joining forces with Microsoft, SpaceX, IBM, and other tech companies to build and share open-source AI security tools. The new Open Secure AI Alliance said open tools are required to effectively defend against attacks from frontier models. The initiative is a direct response to mounting con