Microsoft Replacing OpenAI, Anthropic With Own AI to Cut Costs

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- Microsoft is starting to swap out OpenAI and Anthropic models in favor of its own MAI models across products including Excel and Outlook, according to sources cited by Bloomberg's Brody Ford.
- The model swap is explicitly motivated by Microsoft's effort to reduce AI costs across its productivity software lineup.
Why it matters: Microsoft is routing AI workloads inside two of its highest-volume apps — Excel and Outlook — to its in-house MAI models specifically to cut inference expenses, directly reducing the revenue it sends to model partners OpenAI and Anthropic while gaining cost control over its own AI stack.



