Daniele Grandini 12/4/2025

Microsoft’s AI Strategy at a Crossroads: Platform, Governance, and the Agent War

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Microsoft is shifting its AI strategy from a reliance on OpenAI to building a multi-model platform on Azure, hosting over 11,000 models including from Anthropic and xAI. The article analyzes this platform and governance-focused approach, the revised Microsoft-OpenAI deal, competition from low-cost Chinese models, and the high-stakes economics of frontier AI development.

Microsoft’s AI Strategy at a Crossroads: Platform, Governance, and the Agent War

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