SemiAnalysis:A deep dive into Microsoft's AI strategy, including OpenAI, data center investments, neocloud renting, GitHub Copilot, MAI models, and the Maia chip — “The Big Pause”, AI Tokens Factory Economics Stack, OpenAI, Neocloud Renting, GitHub Copilot, MAI and Maia — Dylan Patel, Jeremie Eliahou Ontiveros, Myron Xie, and 6 others