Microsoft pitched its own homegrown AI models, harnesses, and even a Mythos competitor on Wednesday, telling Wall Street it plans for continued growth.

Microsoft says that when integrated with OpenAI's GPT-5.4, its new cybersecurity model can beat Anthropic's new Mythos 5.

When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked in an interesting little tidbit about how its investments in the…