微軟在 Word 和 Excel 中棄用 OpenAI 轉而使用自研 MAI 模型
微軟正通過在 excel 和 word 中使用自研 mai 模型來替代 openai 和 anthropic 以降低成本。這一向內部基礎設施的轉變可能會動搖 ai 雲服務的收入。
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.