This article first appeared on GuruFocus.
Microsoft (NASDAQ:MSFT) is teaching its sales teams to make a stronger case for the company’s own AI models, pitching them as cheaper, faster and easier to use with Microsoft software than tools from OpenAI, Google (NASDAQ:GOOG) and Anthropic, according to Bloomberg.
The argument is fairly simple. Microsoft wants customers to see it as more than a reseller of outside AI models. Executive VP Jay Parikh reportedly told employees that rivals are selling individual pieces, while Microsoft can offer the full system, from Azure infrastructure to Office apps, security tools and Copilot.
Microsoft makes Windows, Office, Azure and a wide range of business software. It remains a major OpenAI investor, but it has also been building more of its own AI technology.
That shift appears to be partly about cost and control. Microsoft has reportedly replaced some third-party models inside Word and Excel, while giving Azure customers more options.
