Capital · deployed

the MAI in-house model buildout sits inside Microsoft's rising AI capex (~$107B/yr, up from $64.6B FY25) — a Microsoft-level commitment Suleyman executes against, not a personally deployed bet.

high confidence · as of 2026-07-26 · about Mustafa Suleyman

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kestrel board.yaml microsoft optionality axis rising majority self-earmarked to the AI buildout (capex ~$107B/yr, up from $64.6B FY25)
2026-07-25 high

the working

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