According to a report by Reuters, Microsoft is planning to reduce its dependence on OpenAI, particularly in its Microsoft 365 Copilot product, and is working to integrate internal and third-party artificial intelligence models.
This move aims to diversify the current reliance on OpenAI technology to lower costs and improve efficiency. Under the leadership of CEO Satya Nadella, this shift is driven by considerations of costs and speed for enterprise users.
A Microsoft spokesperson stated in the report that OpenAI remains an important partner for the company in cutting-edge models. “Depending on the product and experience, we will integrate various models from both OpenAI and Microsoft.” However, to date, Microsoft 365 Copilot has not demonstrated a return on investment to enterprises, and Microsoft has not publicly disclosed specific data on sales licenses.
Additionally, this move by Microsoft aligns with changes in its other business units. For example, GitHub, which Microsoft acquired in 2018, added models from Anthropic and Google last October to replace OpenAI's GPT-4. This indicates a growing internal focus on reducing excessive reliance on OpenAI.
In recent negotiations, Microsoft discussed with OpenAI how its $14 billion investment could be converted into equity in the latter, while OpenAI plans to lift a restriction clause so that Microsoft can gain access to its advanced AI models after achieving artificial general intelligence.
Although Microsoft's stock price recently dipped by 0.31%, it has still risen by 17.36% since the beginning of the year. This strategic adjustment has drawn widespread attention in the industry, with many contemplating how Microsoft's future in the AI field will unfold and how its partnership with OpenAI will evolve.
Key Points:
💼 Microsoft is reducing its dependence on OpenAI and integrating other AI models to lower costs.
🤝 OpenAI remains an important partner for Microsoft, but the return on investment has yet to be evident.
📉 Microsoft's stock price has increased by 17.36% year-to-date, despite a recent slight decline.