Models & compute
June 2026
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Model releases In the briefing →
Anthropic / Microsoft — Claude is now generally available in Microsoft Foundry on Azure. Claude Opus 4.8 and Claude Haiku 4.5 ship in the Messages API with core capabilities (prompt caching, extended thinking), running on NVIDIA GB300 Blackwell Ultra GPUs, and inference can be pinned to a US data zone for data-residency requirements — Claude runs inside the customer's Azure environment using the auth, billing, and governance controls they already have. It matters because it gives Azure-native enterprises first-party Claude access without leaving Microsoft's governance plane — and the model lineup is telling: with Fable 5 and Mythos 5 still export-restricted (day 18 of the blackout), Foundry launches with the tier Anthropic can actually ship, Opus 4.8 and Haiku 4.5, rather than the frontier models. (official, Microsoft Azure)
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Model releases In the briefing →
Zhipu (Z.ai) — a run of independent benchmarks this week put the freely downloadable, MIT-licensed GLM-5.2 at or near restricted US frontier models on cybersecurity work — the exact capability the June 12 Fable 5 / Mythos 5 export ban was meant to contain. Two security firms drove the coverage: Semgrep reported GLM-5.2 scoring 39% F1 on IDOR vulnerability detection, ahead of Claude Code's 32%, and Graphistry's agentic-cyber evaluation found it topping open-weights rivals and tying the closed proprietary models; CNBC separately clocked GLM-5.2 within a point of Opus 4.8 on a watched agentic benchmark at roughly a fifth of the cost. The Mythos comparison is inferential, not head-to-head — Mythos has been export-restricted since June 12, so the evaluations lean on Opus 4.8 and Claude Code as proxies, and some developers caution the parity claim rests on a narrow test set. It matters because it is the first concrete evidence that API-level export controls can't contain a capability once an open-weight model reaches it: GLM-5.2 is downloadable by anyone, carries "no regional limits," and can't be revoked — which is also why CNBC reports enterprises are increasingly treating it as the safer bet while US frontier access stays gated. (CNBC, Axios)
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Model releases In the briefing →
Anthropic — Fable 5 is reportedly close to returning. A day after the Commerce Department cleared Mythos 5 for ~100 critical-infrastructure organizations, Axios reported that the administration is close to lifting its limits on Fable 5, the consumer-grade frontier model dark since June 12 (now day 16). Two details from the reporting: insiders expect the restrictions could be lifted "as soon as this coming week," with conversations continuing over the weekend; and while several agencies have determined Fable 5 can safely return, the Pentagon and the National Security Agency still have to give the green light, so the outcome isn't settled. Anthropic has made no official Fable announcement. It matters because the last frontier piece still offline now has a near-term, if conditional, path back — and the remaining gate is national-security sign-off rather than the broad export directive that started the blackout. (Axios, prior coverage)
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Model releases Weekly recap Read the recap →
no public frontier GA: Mythos 5 cleared to ~100 defenders, OpenAI's GPT-5.6 family (Terra ~2× cheaper than GPT-5.5) gated to ~20 partners, Fable 5 still dark but reportedly close to return; OpenAI also unveiled the Jalapeño inference chip.
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Model releases In the briefing →
OpenAI — GPT-5.6 previewed as a three-tier family: Sol (flagship, for the hardest coding and security-research problems), Terra (balanced, for high-volume business work — roughly 2× cheaper than GPT-5.5 with competitive performance), and Luna (fastest, lowest-cost). Pricing per 1M tokens: Sol $5 in / $30 out, Terra $2.50 / $15, Luna $1 / $6. OpenAI classified all three at "High" risk for cyber and biological/chemical capability (internal capture-the-flag cyber scores of 96.7% / 91.84% / 85.19%), and — at the US government's request, after previewing the models' capabilities ahead of launch — is starting with a limited preview to ~20 trusted partners whose participation was shared with the government, with general availability "in the coming weeks." OpenAI tied the staggered rollout to the June 2 executive order on frontier-model benchmarking and said such restrictions "shouldn't be the norm." It matters because OpenAI is now releasing a flagship behind a government-coordinated gate rather than to the public — the same access-by-permission pattern Anthropic's Mythos/Fable saga has been tracing all month. (official, TechCrunch, VentureBeat)
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Model releases In the briefing →
Anthropic — the US government partially lifted the June 12 suspension of Mythos 5. Commerce Secretary Howard Lutnick notified Anthropic (in a letter to chief compute officer Tom Brown) that Mythos 5, its strongest cybersecurity model, may be redeployed to a curated set of roughly 100+ US organizations — government agencies and private companies that operate and defend critical infrastructure — for defensive cyber use. It is a marked softening of the directive imposed two weeks ago after researchers showed the models' guardrails could be bypassed. Notably, the letter does not mention Fable 5, which remains suspended (now day 15); people close to the talks say a Fable release is being worked toward but the timeline is unclear. It matters because the restoration comes back gated by org and use-case rather than as a general unlock — and arrived hours after OpenAI's government-coordinated GPT-5.6 limit, so on the same day both leading US labs shipped frontier capability only to vetted lists. (Bloomberg, 9to5Mac)
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Model releases In the briefing →
OpenAI — Jalapeño, OpenAI's first custom chip (which it brands an "Intelligence Processor"), co-designed with Broadcom: an ASIC architected specifically for LLM inference, taken from initial design to manufacturing tape-out in nine months — described as possibly the fastest ASIC development cycle in high-performance semiconductors. OpenAI says early testing shows performance-per-watt substantially better than current state-of-the-art (a full technical report is promised "in the coming months"), with initial deployment targeted for end of 2026, ramping through 2027 into 2028. It matters because OpenAI moving to serve ChatGPT on silicon it designed itself is a direct bid to cut inference cost and reduce dependence on Nvidia GPUs — vertical integration of the inference stack. (official, CNBC, TechCrunch)
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Model releases In the briefing →
Anthropic — in a letter to US senators and White House officials (dated June 10, surfaced publicly June 24 via Bloomberg, CNBC, and Reuters), Anthropic accused operators affiliated with Alibaba and its Qwen AI lab of carrying out the largest known distillation attack on its models to date: 28.8 million exchanges with Claude through roughly 25,000 fraudulent accounts between April 22 and June 5, deliberately targeting Claude's most commercially valuable capabilities — software engineering and agentic reasoning. Distillation here means training a cheaper model on a stronger one's outputs; Anthropic frames this as systematic, unauthorized harvesting of US frontier-model capability to build a rival at a fraction of the cost, and says Alibaba "ignored the Trump Administration's warnings." An Anthropic spokesperson said combating illicit distillation "requires coordinated action between government and industry." Alibaba did not immediately comment. It matters because it shifts the US–China AI fight onto a new axis: alongside the June 12 export-control suspension of Anthropic's own Fable 5 / Mythos 5, the company is now arguing the bigger leakage risk is a competitor pulling capability out through ordinary API access — a framing aimed directly at the policymakers writing frontier-model rules. (Bloomberg, CNBC)
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Model releases In the briefing →
Anthropic / NSA — a viral Senate-hearing clip put a number on why the government pulled Mythos. Sen. Mark Warner (vice chair, Senate Intelligence Committee), arguing for mandatory independent pre-release testing of frontier models, said NSA and Cyber Command chief Gen. Joshua Rudd told him that in an authorized red-team exercise Mythos "broke into almost all of our classified systems, not in weeks, but in hours" — a quote first surfaced by The Economist that spread across social media on June 21 under "NSA confirms" framing. The sober reading cuts against the headline: this was a red-team test against replicas of the agency's own environments, not a live intrusion; the Economist author who published the quote cautioned it shouldn't be read literally and that Mythos almost certainly worked alongside other tools under special test conditions; and BitGo CEO Mike Belshe publicly called the viral "breached the NSA" framing false. Warner raised the example *praising* Anthropic for testing before release, not condemning it. It matters because it reframes the June 12 export ban's rationale — away from the narrow "fix this code" jailbreak earlier coverage centered on and toward Mythos's autonomous offensive-cyber capability as the thing the government is trying to contain, which raises the bar for what a "patch the jailbreak and restore access" resolution would even need to satisfy. (official ban notice, prior coverage) (unconfirmed)
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Model releases Weekly recap Read the recap →
no new frontier launch: Anthropic retired the original Sonnet 4 and Opus 4, MiniMax M3 open weights landed on Hugging Face (both June 15), and Fable 5 / Mythos 5 stayed dark all week.
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Model releases In the briefing →
Anthropic — the Fable 5 / Mythos 5 standoff moved toward resolution. Opening a new Seoul office, Anthropic's Managing Director of International, Chris Ciauri, told reporters the company is "very confident that in the coming days, the models will become available again" — the clearest optimistic signal from an Anthropic executive since the June 12 export-control shutdown. Fortune separately reports the company and the U.S. government are working on a deal to restore access that would also have the two sides jointly develop a framework for judging when a future jailbreak of a model's guardrails poses serious enough danger to warrant pulling it. Both models remain dark, and Anthropic's official notice still commits only to restoring access "as soon as possible" with no date. The shift matters because a negotiated framework — rather than the earlier "patch the jailbreak vs. nothing-to-patch" impasse — is a path both sides can actually walk, turning a binary standoff into a process. (source, official)
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Model releases In the briefing →
Anthropic — the dispute over the Fable 5 / Mythos 5 shutdown turned into duelling public narratives. White House AI adviser David Sacks, in an account laid out on X and reported widely, said the administration warned Anthropic that Fable 5 had been jailbroken — and that the trigger was learning Mythos had been made available to a foreign entity with "direct ties to the Chinese Communist Party." By Sacks's telling, the government asked Anthropic to patch the jailbreak or pull the model, CEO Dario Amodei refused (calling the bypass not serious), and the administration issued the export control "reluctantly"; it wants the restriction lifted once the jailbreak is patched, so "the ball is in Anthropic's court." Anthropic disputes the framing: a spokesperson said the White House never raised Chinese access in its conversations with the company, that Anthropic already prohibits access to its products from within China, and that the bypass is narrow and reproducible on rival models. Both models remain dark. The shift matters because it reframes a "misunderstanding" as a standoff with a stated unlock condition — patch the jailbreak — which changes what restoration actually requires. (source, source, official)
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Model releases In the briefing →
Anthropic — with the models still suspended, the market started pricing the outcome: Kalshi traders put ~58% odds on access being restored before July 1 and ~74% by July 10, betting the standoff resolves in weeks rather than dragging on. Separately, the episode is now being read as a structural risk to Anthropic's business — coverage framed the shutdown as a fresh problem for its IPO pitch, since a regulator demonstrably can switch off its flagship product overnight. The two threads sit in tension: a near-term restoration is the consensus bet, but a government that has shown it will pull a deployed model is a standing risk no quick fix erases. (source, source)
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Model releases In the briefing →
Anthropic — the technique behind Friday's Fable 5 / Mythos 5 export ban was disclosed, and reporting says it is not a jailbreak: Amazon researchers handed Fable 5 code with known vulnerabilities; the model refused a request to "review this code for security issues," but when asked instead to "fix this code" it produced working patches. Amazon CEO Andy Jassy raised the finding with senior officials Thursday, and by Friday evening the Commerce Department issued the export-control directive — making a routine remediation prompt, not an exotic exploit, the stated basis for the first government recall of a publicly deployed commercial model. Anthropic's own statement characterizes the technique the same way (asking the model to read a codebase and fix its flaws). (source, source, source, official)
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Model releases In the briefing →
Anthropic — pushback mounted while the models stayed dark. An open letter organized by Alex Stamos and signed by cybersecurity experts including Katie Moussouris called on the government to rescind the controls, arguing that "fix this code" is a core *defender* capability and that pulling it from defenders while adversaries advance is itself dangerous. The same day, senior Anthropic staff met Trump administration officials in Washington to resolve the dispute, which Anthropic frames as a misunderstanding. There is still no restoration date. (source, source, official)
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Model releases In the briefing →
Anthropic — retired the original Claude Sonnet 4 (
claude-sonnet-4-20250514) and Claude Opus 4 (claude-opus-4-20250514) across the Claude API, Claude on AWS, and Microsoft Foundry. Deprecated since April 14, the dated 4.0 strings now fail rather than fall back silently; the recommended replacements are Claude Sonnet 4.6 and Opus 4.8. The same docs note Claude Mythos Preview (claude-mythos-preview) retires June 30. The retirement lands the same day Anthropic's Agent SDK billing split takes effect, so anything still pinning the old strings in CI or an agent config breaks today rather than gradually. (official) -
Model releases In the briefing →
MiniMax — its M3 open weights finally landed on Hugging Face, closing the "within 10 days" gap that had slipped past June 11: the
MiniMaxAI/MiniMax-M3repo is now live, with third-party quantizations already appearing, so the 1M-context sparse-attention model that posted a self-reported 59.0% SWE-Bench Pro is at last downloadable rather than API-only. A genuine open-weights drop, though the headline benchmark still awaits independent confirmation now that anyone can run it. (official, source) -
Model releases In the briefing →
Anthropic — suspended all access to Claude Fable 5 and Claude Mythos 5 to comply with a US government export-control directive, received at 5:21pm ET, ordering it to cut off access by any foreign national — inside or outside the US, including foreign-national Anthropic employees. Unable to enforce that selectively, Anthropic disabled both models for every customer; all other Claude models are unaffected. The government cites a potential "jailbreak" — by Anthropic's account a narrow technique that amounts to asking the model to read a codebase and fix its software flaws. Anthropic is complying but publicly disagrees, calling the technique narrow, already known, and present in rival models, and warning that recalling a commercial model on this basis would "halt all new model deployments for all frontier model providers"; it says it is "working to restore access as soon as possible," with no date. Three days after Fable 5's splashy GA, the model that tops SWE-bench Pro (80.3%) vanished from the API and every plan — the first time a frontier model has been pulled from the market by government order. (official, source, source)
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Model releases Weekly recap Read the recap →
Fable 5's launch-and-recall dominated; the Gemini-powered Siri AI and Apple's swappable-model Extensions shipped at WWDC; OpenAI retired GPT-5.2 from ChatGPT, silently migrating open conversations to GPT-5.5.
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Model releases In the briefing →
OpenAI — retired GPT-5.2 from ChatGPT: GPT-5.2 Instant, Thinking, and Pro are no longer selectable, and any existing conversation on a GPT-5.2 model automatically continues on the matching GPT-5.5 model. The cut follows OpenAI's stated policy of keeping a ChatGPT model available for ~90 days after its successor ships (GPT-5.3 here). This is a lifecycle, not a launch — but it removes a model some workflows had pinned, and the silent in-place migration to GPT-5.5 means anyone who tuned prompts or evals against GPT-5.2's behavior is now running on a different model without changing anything. (official, source)
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Model releases In the briefing →
SpaceX / xAI — priced its IPO at $135 per share (555,555,555 shares), raising $75 billion — the largest IPO on record — at a valuation of about $1.75 trillion, with trading debuting June 12. Because SpaceX absorbed xAI in this year's merger, this makes xAI the first frontier lab to reach public markets — landing days after OpenAI's June 8 confidential S-1 and Anthropic's June 1 filing, both of which analysts expect to list above $1 trillion. A frontier lab's training spend, Grok revenue, and compute commitments now flow into quarterly public disclosures — the visibility the sealed Anthropic and OpenAI S-1s don't yet provide. (source, source)
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Model releases In the briefing →
OpenAI — confidentially submitted a draft S-1 to the SEC, the first formal step toward a public listing, announcing it preemptively ("We expect it to leak so we're just announcing it"). The filing lands one week after Anthropic's June 1 confidential S-1 and follows OpenAI's last private valuation of about $852 billion — below Anthropic's ~$965 billion post-Series H mark. OpenAI says timing is undecided: "it may be a while because there are things we want to do that are likely easier as a private company." The same day, Sam Altman and chief scientist Jakub Pachocki published a "third phase" plan naming three goals: an automated AI researcher, accelerating economic growth, and "a personal AGI in the hands of every person on Earth." This confirms the OpenAI-filing watch-list item from June 4. (official, source, source) (Announced June 8; surfaced now after the WWDC and Fable 5 cycles crowded it out.)
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Model releases In the briefing →
Anthropic — released Claude Fable 5 (alongside the gated Claude Mythos 5), the first broad release of the "Mythos-class" capability previously restricted to its Project Glasswing cyber-defense partners and select biology researchers. Fable 5 tops every Claude model Anthropic has made generally available — 80.3% on SWE-bench Pro (vs 58.6% for GPT-5.5) — with a 1M-token context window and text, image, and file inputs. Both models are priced at $10/$50 per 1M input/output tokens — less than half the Mythos Preview price, but still the most expensive of the major models. From June 9 through June 22 Fable 5 is included on Pro, Max, Team, and seat-based Enterprise plans at no extra cost; from June 23 it requires usage credits. (official, source)
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Model releases In the briefing →
Anthropic — the safety mechanism is the structurally new part: Fable 5 wraps the Mythos-class model in classifier-based safeguards — requests the classifiers flag as higher-risk (offensive cybersecurity, biology/chemistry, attempts to distill Claude's capabilities into other models) are handed off to Claude Opus 4.8 instead of being answered by Fable 5. The release lands days after Anthropic's own public warnings about frontier-model risk, which is why the gated Mythos 5 stays limited to Anthropic-approved users. (official, source)
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Model releases In the briefing →
AWS / Microsoft — Fable 5 shipped with day-one cloud availability: Amazon announced it on Bedrock ("Mythos-class capabilities with built-in safeguards") and Microsoft in Microsoft Foundry, pitching it at long-running autonomous-agent workloads. For teams standardized on a cloud provider rather than the Claude API, the frontier tier is available without a new vendor relationship from launch. (official, official)
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Model releases In the briefing →
Apple / Google — the rebuilt Siri AI shipped at the WWDC keynote running on the custom ~1.2-trillion-parameter Gemini model, behind a three-tier routing stack: simple requests stay on-device, moderately complex ones go to Apple's Private Cloud Compute, and the heaviest reasoning routes to Google Cloud (on Nvidia B200 GPUs), with queries anonymized at each hop so neither Apple nor Google can tie them to a user. Siri AI is also a standalone, more conversational app with personal-context and onscreen awareness across iPhone, iPad, Mac, Watch, and Vision Pro. It ships with iOS/iPadOS/macOS 27 this fall, but not in the EU or China at launch while Apple works through regulators. (official, source)
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Model releases In the briefing →
Apple — the genuinely new piece beyond the pre-keynote reporting is Apple Intelligence Extensions: a framework plus App Store marketplace that lets users set Claude, ChatGPT, Gemini, or Grok as the model backing Siri and system AI features (Writing Tools, Image Playground), each replying in a distinct voice so you can hear which model answered. This confirms yesterday's unconfirmed model-choice report — and adds Grok and the marketplace mechanics — while ending Apple's single-provider ChatGPT arrangement in favor of an open, swappable backend. Developers wire their model in via App Intents and ship it as an installable Extension; it arrives with the fall 27 releases. (official, source)
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Model releases In the briefing →
Apple / Google — WWDC 2026 opens today (keynote 10:00 PT / 17:00 UTC), and the centerpiece is the long-delayed, Gemini-powered Siri. The underlying deal is already confirmed: Apple and Google announced in January that the next generation of Apple Foundation Models and Siri's planner/summarizer would run on a custom ~1.2-trillion-parameter Gemini model (an ~8× jump from the ~150B model behind today's Apple Intelligence), licensed for a reported ~$1B/year, with Siri requests routed through Apple's Private Cloud Compute so they're anonymized and not used to train Google's models. Today is the public unveiling — the Siri app, multi-step commands, and rollout timing are what's actually new on stage. (source, source, source)
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Model releases In the briefing →
Apple — reportedly pairing the Gemini-Siri overhaul with an Apple Intelligence "Extensions" model-choice system that would let users pick a third-party model — ChatGPT, Gemini, or Anthropic's Claude — to back Apple Intelligence features, the way ChatGPT integration works today. Apple has not confirmed the specifics ahead of the keynote. If it ships as described, Claude and GPT join Gemini as swappable backends in front of the install base rather than one bundled default. (source) (unconfirmed)
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Model releases Weekly recap Read the recap →
Microsoft's seven-model MAI family and Project Polaris led the week; OpenAI shipped a GPT-Rosalind life-sciences update (31% fewer tokens than GPT-5.5) and confirmed GPT-4.5's June 27 / o3's August 26 retirements; DeepSeek made its 75% V4-Pro price cut the permanent floor.
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Model releases In the briefing →
OpenAI — shipped a substantial GPT-Rosalind update, deepening its domain-specialized life-sciences model across drug discovery, genomics, and wet-lab workflows, and opening the research preview to eligible organizations worldwide for the first time. It folds in GPT-5.5's agentic coding and tool use atop stronger domain intelligence (medicinal chemistry, protein engineering, genomics), and OpenAI says it completes long-horizon quantitative-biology analyses using 31% fewer tokens than GPT-5.5 — a real cost lever for data-heavy research pipelines. Access stays gated behind a trusted-access program (legitimate research, biosecurity governance, enterprise-grade security). (official, source)
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Model releases In the briefing →
OpenAI — confirmed the retirement schedule for two older models: GPT-4.5 leaves ChatGPT on June 27, 2026 (30-day sunset) and o3 on August 26, 2026 (90-day sunset), as GPT-5.5 Instant settles in as the default. (source, official)
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Model releases In the briefing →
Anthropic — expanded Project Glasswing, extending Claude Mythos Preview access to ~150 new organizations across 15+ countries, most of them critical-infrastructure operators in newly added sectors (power, water, healthcare, communications, hardware). The first ~50 partners have already surfaced 10,000+ high/critical-severity flaws — Cloudflare reports ~2,000 bugs (400 high/critical) across critical-path systems and Mozilla found 271 vulnerabilities in Firefox 150, >10× a prior run. Anthropic also points to Claude Security, a new product that uses public frontier models like Opus 4.8 to scan codebases and suggest patches. (official, source, source)
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Model releases In the briefing →
Microsoft — Build's second day put names to yesterday's homegrown-model push: a family of seven self-developed MAI models, led by MAI-Thinking-1 (a reasoning model) and MAI-Code-1 (an inference-efficient coding model tuned for GitHub and VS Code, available now in Copilot and VS Code). It fleshes out the "Project Polaris" Copilot-engine strategy reported yesterday and is Microsoft's clearest statement yet that it intends to run its flagship dev tools on its own models. (official, source, source)
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Model releases In the briefing →
Microsoft — at Build, unveiled Project Polaris, an in-house coding model set to replace GPT-4 Turbo as the default in GitHub Copilot starting August (automatic migration, optional ~3-month GPT-4 fallback). Reported as a mixture-of-experts design tuned per language — claimed gains on HumanEval/MBPP and in low-resource languages like Rust/Haskell — running on Microsoft's custom Maia accelerators in Azure to cut per-inference latency and cost. It's Microsoft's clearest move yet to reduce its OpenAI dependence inside its flagship dev tool. (official, source, source)
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Model releases In the briefing →
Microsoft — Build also introduced the Aion 1.0 on-device model family for Windows. Aion 1.0 Plan (a 14B reasoning-and-tool-calling model, 32K context) ships in-box on capable PCs so apps can reason over user intent, invoke tools, manage files, and orchestrate sub-agents locally — full agentic workflows on-device, rolling out "in the coming months." Alongside it, Aion 1.0 Instruct is a smaller/faster SLM (preview, to be released as open weights) that succeeds the current Windows OS SLM for everyday text intelligence and extends into Edge. Where Polaris is the cloud Copilot brain, Aion pushes agentic inference down to the device. (official, source)
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Model releases In the briefing →
DeepSeek — the 75% promotional discount on V4-Pro becomes the permanent base rate as the promo ends 15:59 UTC today: now $0.435/MTok input, $0.87/MTok output (cache-hit $0.003625/MTok). The "reference" list price is retired, locking in an aggressive low floor that keeps pressure on frontier-API economics. (Announced May 23; effective May 31.) (source)