Microsoft is openly competing with OpenAI, Anthropic more than ever

Microsoft reported a record fiscal year with $331.8 billion revenue and $133.7 billion net income, while CEO Satya Nadella emphasized selling Microsoft's own AI models and agents to enterprises as a secure alternative to OpenAI and Anthropic offerings. Nadella advocates for enterprises to control their AI infrastructure by using swappable models and separate AI harnesses to avoid vendor lock-in and data risks.