Microsoft's Azure AI revenue relies on OpenAI for roughly 70% of its AI revenue, prompting the company to diversify through in-house MAI models, new chip deals with AMD, and partnerships with Mistral …
Three AI model releases in late July 2025 — Moonshot AI's Kimi K3, Anthropic's Claude Opus 5, and Microsoft's MAI models — signal that the competitive axis has shifted from capability to cost, with fr…
On July 28, 2026, Moonshot AI, Anthropic, and Microsoft each released major AI models, signaling a market shift toward cost-efficient and open-weight models. Moonshot AI open-sourced Kimi K3, a 2.8-tr…
OpenAI is cutting prices on its GPT-5.6 Luna model by 80% and on its Terra model by 20%, effective July 30, citing efficiency gains from its top-tier Sol model. The price reductions come amid competit…
Microsoft is routing production traffic in GitHub Copilot, Excel, and Outlook to its own smaller MAI models when they match or beat frontier alternatives on specific tasks, with frontier models from O…
Microsoft, along with Meta, Nvidia, and more than 20 other companies, is pushing for open-weight AI models in an open letter, a move that reduces its dependence on expensive OpenAI and Anthropic model…
Microsoft is replacing OpenAI's image-generating models with its own MAI technology in PowerPoint and Bing, citing 85% lower costs, and will phase out SMS-based logins for its Entra ID service by Febr…
Microsoft CEO Satya Nadella said competitive advantage in AI is shifting beyond the model itself to building the best learning ecosystem around it, as the company's MAI models outperform general-purpo…
Microsoft AI on July 23rd, 2026 announced the rollout of two new MAI models built with a hill-climbing training pipeline, integrated into GitHub Copilot and Microsoft Excel. The models claim to match …
Anthropic released Claude Opus 4.8 with improved benchmark scores and Dynamic Workflows for multi-agent tasks, while Microsoft unveiled the always-on Scout assistant and new MAI models including MAI T…
Microsoft is training its sales teams to position its proprietary MAI models as superior to OpenAI, Anthropic, and Google, marking a strategic shift away from its partnership with OpenAI. During an in…
Microsoft is shifting from large AI models to smaller, specialized ones, unveiling its MAI family of models at the Build developer conference. The move aims to reduce costs and improve efficiency for …
OpenAI announced that GPT 5.6 will become the 'preferred model' for Microsoft 365 Copilot, aiming to quell speculation of a rift between the companies amid reports that Microsoft was replacing some Op…
Microsoft is shifting to its own MAI models in Word and Excel to cut generative AI costs, replacing some reliance on OpenAI and Anthropic. The company unveiled seven new MAI models at its Build confer…
Microsoft announced plans to replace OpenAI and Anthropic models with its in-house MAI models in Microsoft 365 Copilot, aiming to reduce costs and increase self-reliance. The shift, reported by Bloomb…
Microsoft has begun routing a significant share of Copilot prompts in Excel and Outlook to its own MAI models, reducing reliance on OpenAI and Anthropic to cut inference costs. The move, effective Jul…
Microsoft is replacing costly AI models from OpenAI and Anthropic with its own MAI models in Excel and Outlook to save money, as tens of thousands of weekly prompts are now handled in-house. The shift…
Microsoft has started routing some Excel and Outlook AI prompts to its internal MAI models, handling tens of thousands of prompts per week. The move signals a shift toward using cheaper internal model…
Microsoft has started routing some AI prompts in Excel and Outlook from OpenAI and Anthropic models to its own MAI models, with tens of thousands of weekly prompts already handled internally, accordin…
Microsoft is replacing AI models from OpenAI and Anthropic with its own MAI models in products like Excel and Outlook, with tens of thousands of queries per week already running through them. AI chief…