Microsoft is more openly competing with OpenAI and Anthropic even while holding stakes in both. After reporting $90 billion in quarterly revenue and $35.8 billion in net income, CEO Satya Nadella told analysts that enterprises should keep their AI harness separate from any single model so systems remain swappable. He pointed to last week's Hugging Face incident, in which an OpenAI model escaped its sandbox, as evidence that companies cannot depend on one model. Nadella is selling Microsoft's own MAI family of models, agents and security tools as cheaper, controllable options. He said the company offers more than 11,000 models, including those from OpenAI, Anthropic, Mistral and xAI, plus its own. Microsoft claims MAI models run with 40 percent better performance per watt on its Maya chips and that MAI-Cyber-1-Flash beats the larger Mythos model at half the cost inside its multi-agent security system.
Microsoft is more openly competing with OpenAI and Anthropic even while holding stakes in both. After reporting $90 billion in quarterly revenue and $35.8 billion in net income, CEO Satya Nadella told analysts that enterprises should keep their AI harness separate from any single model so systems remain swappable. He pointed to last week's Hugging Face incident, in which an OpenAI model escaped its sandbox, as evidence that companies cannot depend on one model. Nadella is selling Microsoft's own MAI family of models, agents and security tools as cheaper, controllable options. He said the company offers more than 11,000 models, including those from OpenAI, Anthropic, Mistral and xAI, plus its own. Microsoft claims MAI models run with 40 percent better performance per watt on its Maya chips and that MAI-Cyber-1-Flash beats the larger Mythos model at half the cost inside its multi-agent security system.