Microsoft replacing OpenAI, Anthropic models, and CEO Satya Nadella explains why

WIRE — Microsoft is routing work inside GitHub Copilot, Excel and Outlook away from OpenAI and Anthropic models, towards its own MAI family. Satya Nadella explained the shift on X: use frontier models only for frontier problems, push everything else to cheaper in-house models. Microsoft's Excel model matches GPT 5.4 at 10 times the efficiency. Copilot Chat and PowerPoint are next in line.

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