“All I know is I’m good for my $80 billion.”

Rarely does a one-liner so perfectly capture the state of the moment. Here, you have Microsoft CEO Satya Nadella saying he’s “not in the details” about Stargate, the supposedly multi-hundred-billion AI infrastructure project driven by his marquee investment, OpenAI.

Nadella not being read in on the nebulous details of Stargate says a lot about how much Microsoft and OpenAI have drifted apart. Microsoft is mentioned in the Stargate press release since OpenAI’s models are still exclusive to Azure. But the most striking aspect of Stargate is not that the money isn’t there for it yet; it’s that OpenAI’s biggest backer has decided to not participate in what Sam Altman is calling “the most important project of this era.” As Nadella made clear on CNBC this week, he’s running his own, $80 billion AI infrastructure buildout and, going forward, OpenAI can get additional compute — with his blessing — elsewhere.

While it received fewer headlines this week, I found Nadella’s response to Elon Musk on X even more illuminating. In his response to Musk saying, “on the other hand, Satya definitely does have the money,” Nadella responded: “ And all…

Read the full story at The Verge.

Apple is making an executive change to try and improve its AI efforts and Siri. Kim Vorrath, who recently helped get the Vision Pro software out the door and has been at Apple for 36 years, has been brought over to Apple’s artificial intelligence and machine learning division and will serve as a “top deputy” to AI boss John Giannandrea, Bloomberg reports.

The company made a big splash about its AI / Apple Intelligence efforts at WWDC last year, but they haven’t had the same impact as things like OpenAI’s ChatGPT or Google’s Gemini. Apple has also been slowly rolling out what it announced, and a big Siri upgrade that lets it understand what’s happening on your screen and take action may not arrive until iOS 18.4. And the company’s AI-powered news notification summaries will be put on pause with iOS 18.3 after criticism that the summaries were incorrect.

By bringing on Vorrath, whose resume at Apple includes work on the original iPhone software group, over to the AI team, it appears Apple wants to bring more rigor to Apple’s AI development. It also indicates that Apple may see AI as a bigger deal for its future than the Vision Pro.

Bloomberg also reports that “the artificial intelligence group is focused on revamping the underlying infrastructure of Siri and improving the company’s in-house AI models” this year, per a memo from Giannandrea.