OpenAI and Anthropic now sit on the public stage while Microsoft and Amazon wage a quieter, higher‑stakes contest for the cloud and compute hegemony that will shape the AI decade ahead.
Background: how we got here
The current alignment — OpenAI with Microsoft and Anthropic with Amazon — is the...
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vendor politics
Microsoft has quietly begun the most consequential recalibration of its productivity‑AI stack since Copilot’s debut: Office 365 will now route select Copilot workloads to Anthropic’s Claude family—most notably the Sonnet 4 lineage—alongside continued use of OpenAI models and Microsoft’s own...
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Microsoft’s decision to fold Anthropic’s models into Office 365 represents a deliberate, high-stakes recalibration of its AI supply chain — one that pares dependence on a single vendor, broadens technical options inside Copilot features, and reshapes enterprise risk calculations for productivity...
Microsoft has quietly crossed a strategic Rubicon: after years of leaning heavily on OpenAI’s frontier models to power Copilot, Bing, and other signature experiences, the company has publicly launched MAI‑Voice‑1 and MAI‑1‑preview, its first fully promoted in‑house foundation models — and...
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Microsoft has quietly shipped its first fully in‑house AI models — MAI‑Voice‑1 and MAI‑1‑preview — marking a deliberate shift in strategy that reduces dependence on OpenAI’s stack and accelerates Microsoft’s plan to own more of the compute, models, and product surface area that power Copilot...
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Microsoft’s Windows lead has just sketched a future in which the operating system becomes ambient, multimodal and agentic — able to listen, see, and act — a shift powered by a new class of on‑device AI and tight hardware integration that will reshape how organisations manage and secure Windows...
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