microsoft

OpenAI models are now available on Amazon Bedrock, ending Microsoft exclusivity. AWS also announced a $50 billion investment deal and a cloud agreement worth over $100 billion over eight years.

Microsoft releases three in-house AI models —MAI-Transcribe, MAI-Voice, MAI-Image —marking significant strategic shift away from OpenAI dependency. New models target speech recognition, conversational AI, and image generation markets.

Microsoft stock worst quarter since 2008 as AI competition intensifies. Copilot AI has only 3% adoption among Office customers. Bloomberg says 'Redmond is in a pickle' as Anthropic and OpenAI agents threaten to disintermediate Microsoft products.

Microsoft is on track for its worst quarter since 2008 as investor concerns about artificial intelligence disruption weigh heavily on the technology giant's stock, with AI startups like Anthropic and OpenAI threatening to replace Microsoft's software products.

OpenAI has flagged its dependence on Microsoft as a significant risk factor in investor documentation ahead of a potential IPO, highlighting the operational and competitive complexities of one of technology's most consequential partnerships.