"Microsoft sees the bundling as a way to simplify its Copilot subscriptions for businesses, according to The Verge. Above all, it shows a recognition that it will not win the AI race with a single OpenAI deal and its own division to replace the tech. Instead of Microsoft's models such as MAI-1 taking over from GPT-5 immediately, the tech giant has to shop at Anthropic to make Copilot more viable and appealing."
"Whereas OpenAI's models used to run mostly on Azure, this is now completely different. A deal with Google Cloud showed some diversification, but the second shoe dropped today: OpenAI has purchased $300 billion worth of AI computing power from Oracle. In July, it was already known that the two parties are planning to use 4.5 gigawatts of power to bring the American Stargate Project to life. According to the Wall Street Journal, the new deal would run from 2027 to roughly 2032."
Microsoft and OpenAI are diverging as Microsoft builds proprietary models while relying on Anthropic via AWS to strengthen Copilot. Microsoft 365 Copilot pricing is falling, with multiple modules now included in a $30-per-user-per-month subscription, often reducing costs by about $20. Microsoft is integrating Anthropic's Claude after GPT-5 reportedly underperformed, citing better performance in Excel, Word, and PowerPoint. Microsoft acknowledges it cannot rely solely on a single OpenAI deal and internal development to win the AI race. OpenAI is diversifying cloud partners, securing a large, multi-year Oracle compute agreement to scale major projects.
Read at Techzine Global
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