Microsoft bets on its own AI models to outpace OpenAI and Anthropic
During its earnings call, Satya Nadella announced Microsoft will market home‑grown AI models, agents, and a cheaper security‑focused AI suite, positioning the company as a direct alternative to OpenAI and Anthropic. By urging enterprises to keep the AI harness separate from any single model, Microsoft aims to lock in cloud revenue and curb vendor lock‑in risks.