Microsoft’s own narrative about their future has evolved quite a bit following the ChatGPT moment in 2022.
During the FY 2Q’26 call, Microsoft actually disclosed that ~1,500 customers were using both OpenAI and Anthropic models.
While both Microsoft and Amazon propagate the value of a multi-model environment, they should perhaps have more appreciation for the appeal of standardization on a single stack.
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Microsoft’s (MSFT) own narrative about their future has evolved quite a bit following the ChatGPT moment in 2022. While they used to highlight how their exclusive access to OpenAI (OPENAI) models would give
