Microsoft First-Party Model Shift & OpenAI Deal Amendment

Microsoft amends OpenAI deal for multi-cloud flexibility. MAI-Code-1.1-Flash and MAI-Image-2.6 released. Maia 300 timeline (300k units, 1M chip target) and September 2026 reveal. Satya Nadella claims 40% efficiency gain from Maia chips, citing $190B capex and $678B AI backlog. Deep dive on Maia 200 specs (3nm, 140B transistors, 10+ petaFLOPS) as margin driver. Beginner's guide to MAI models published.