Microsoft

Asia Leaders

Mustafa Suleyman Is Giving Microsoft Its Own AI Model Stack. The Bill Demands More Than Strategic Independence

Mustafa Suleyman has moved Microsoft from relying primarily on a partner’s frontier models towards a broader in-house portfolio. Strategic control matters, but customers and shareholders need evidence that another model stack earns its substantial cost.

Asia Leaders

Satya Nadella Is Building a $190 Billion AI Utility, With Scarcity as Both Proof and Warning

Satya Nadella is committing utility-scale capital to Microsoft’s agentic AI platform while reducing headcount. The return will depend on capacity allocation, product usage and disciplined pricing.

Asia Leaders

Satya Nadella Made Microsoft the Corporate World’s Default Route Into AI

A FigureAsia examination of how Satya Nadella turned Microsoft’s enterprise franchise into the world’s most powerful distribution system for artificial intelligence, and why his next test is trust rather than reach.