Microsoft Replaces OpenAI and Anthropic with Its Own Models
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 9 hours ago
0mins
Microsoft, looking to reduce AI costs, is starting to replace OpenAI and Anthropic with its own models in software products like Excel and Outlook, Bloomberg's Brody Ford reports. Tens of thousands of AI prompts in the widely used spreadsheet and email applications are now being completed each week with Microsoft's internally built MAI models, according to a person familiar with the work. Previously Excel and Outlook relied more heavily on models from OpenAI and Anthropic, said the person.
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Analyst Views on MSFT
Wall Street analysts forecast MSFT stock price to rise
34 Analyst Rating
32 Buy
2 Hold
0 Sell
Strong Buy
Current: 390.490
Low
500.00
Averages
631.36
High
678.00
Current: 390.490
Low
500.00
Averages
631.36
High
678.00
About MSFT
Microsoft Corporation is a technology company. The Company develops and supports software, services, devices, and solutions. The Company’s segments include Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services. This segment primarily comprises: Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of server products and cloud services, including Azure and other cloud services, SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (CALs), and Nuance and GitHub; and Enterprise Services, including enterprise support services, industry solutions and Nuance professional services. The More Personal Computing segment primarily comprises Windows, Devices, Gaming, and search and news advertising.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Poor Stock Performance: Microsoft shares have dropped 23% in the first half of 2026, marking its worst performance since 2000, reflecting investor concerns amid a broader selloff in software stocks and increasing competition in AI from rivals like Google and OpenAI.
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See More
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- Market Performance: As of July 3, 2026, Microsoft's stock price stood at 0.94%, while Apple's was at 1.36%, indicating differing performances in the market between the two companies.
- Video Release: A related video was published on July 5, 2026, further exploring the dynamics of competition between the two companies and its impact on the industry.
- Industry Impact: The rivalry between Microsoft and Apple not only affects their respective market shares but also drives innovation and progress across the entire technology sector, serving as a significant catalyst for technological development.
See More
