Microsoft、WordとExcelでOpenAIを外し自社製MAIモデルへ
Microsoftはコスト削減のため、ExcelとWordのプロンプト処理をOpenAI/Anthropicに代えて自社の「mai」モデルで行うようになった。自社インフラへの移行を示すもので、AIクラウド収益を不安定化させる可能性がある。
microsoft has begun routing a portion of user prompts in word and excel to its own mai models, moving away from openai and anthropic systems to reduce inference costs. the strategy builds on seven new ma1 models, including an agentic coder and image generator, released at the build conference last month. microsoft's pivot aligns with a wider industry retreat from high-cost third-party apis, with amazon, uber, and meta also curbing spending. this shift pressures ai providers relying on high api margins and suggests a future where major tech firms prioritize proprietary inference over external cloud buying.