Microsoft, Word와 Excel에서 OpenAI를 버리고 자체 MAI 모델로 전환
microsoft가 비용 절감을 위해 excel과 word 프롬프트를 openai/anthropic 대신 자체 mai 모델로 처리하고 있습니다. 이는 AI 클라우드 수익을 불안정하게 만들 수 있는 사내 인프라로의 전환을 시사합니다.
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.