Microsoft’s new AI roadmap shifts from partner dependence to a deliberate strategy of multi‑model orchestration and first‑party capability building, combining in‑house models, third‑party engines, and continued—but recalibrated—ties to OpenAI in a move that promises lower latency, lower per‑inference cost, and tighter enterprise governance while raising fresh questions about safety, competition, and product fragmentation. Background
Microsoft’s relationship with OpenAI has been one of the...