tech rivals flock to software giant’s stage

Microsoft tried to strengthen RIP on artificial intelligence industry this week, unveiling a new product and partnership with OpenAI, Nvidia and Elon Mask, could win from the cutting-E-Ez technology to profit.

$ 3.4TN Tech Giants had its annual build conference in Seattle, where it released a series AII-related progressA strong coding “agent” that uses common instructions and works using a tool for the business to build and manage these digital assistants.

Another interesting feature of the three -day conference was the virtual presence of technical titans such as OpenA Chief Sam Altman, Kasturi and Nvidia Chief Jensen Huang.

The build reflects on their presentations on how the fate of AI groups called Microsoft a 50 -year -old company that hated the arrival of mobile, but themselves were at the center of the AI ​​sector led by Nadella.

Everyone uses Microsoft to help sell AI models to business customers who use a cloud computing infrastructure, developer equipment and productivity software.

“It’s not about any tool, an agent or any form factor,” said Nadella on Monday. “It’s a platform that we want to make together. I think it is about to move something bigger than it is not just a repeat of the past.”

Kasturi Nadella, who was sued by Microsoft for an about $ 14 billion partnership with the OpenAI, promised their reactions that would affect the Jai’s Grock family direction after signing an agreement to offer them to the Foundry Platform of the company’s Azure Foundry Platform. “Say what you want and we will do it,” he said.

Huang later told more than 1.5 participants at the conference that the two technology giants together “creating the world’s largest AI super computer”, referring to the deployment of Nvidia’s advanced chips at Microsoft’s Data Center.

Oltman says OpenAE’s Codex Coding Agent “integrates very deeply” with computer programming equipment created by Microsoft’s Githab Unit.

“Microsoft is AI Ringlder IT” If it wins it they can win. ”

Nadella said that the technology industry was in the middle of “another platform shift” – a key change in which technical innovation is used to create new products and services, such as how the Internet transforms and how people live and work.

Investors are betting that the Microsoft Shift has been well installed to use. With its AI plans, the share price of more than 2025 has risen to more than 825 in the market confidence.

On the contrary, most of the “magnificent Seven” US Big Tech stocks have decreased most of the US Big Tech stocks due to Donald Trump’s tariff weight weight on the US stock market.

Redmond, Washington-based groups stole a march on rivals when OpenAI launched the ChatzP in 2022, adding to San Francisco-based start-up to integrate this group models as Microsoft products such as Copilot AI Assistant.

However, it has also worked for customers to offer an array of services. Despite the integration of OpenAI’s Codex in Github Copilot, Nadella’s team announced an agreement to give rival anthropological clode code through the same service.

Meanwhile, the Jai Grock family of AI models will be created by its cloud computing customers at the same commercial foot as Openai, as well as European start-ups by Mistral and Black Forest Lab.

“Open and preference – this is what all the developers want and we’re going to deliver,” Nadella, who appointed Nadella last year to lead Microsoft’s new core AI department.

Rival Cloud Computing “Hyperscale”, including Amazon and Google, has resorted to a similar strategy to allow many different AI models to run on their platforms.

However, analysts say that Microsoft developer, data and workplace productivity equipment with the productivity equipment have a competitive facility due to a more extensive suit of AI offers for customers.

Nadella, who was in charge of Microsoft on the 21st, helped reduce its dependence on the sale of PC software and expand the cloud computing business in its azur. Most of the company’s income is now in the cloud and enterprise services, when it is expected to produce at least 13 billion dollars in its AI product suite annual revenue.

Despite the company’s investment in the OpenAI, the Microsoft Chief has made this business involuntarily from a more ambitious aspect of the start-up for ordinary artificial intelligence-where systems match or surpass people’s skills.

Instead, he is steadfast in the aspect that the AI ​​models will become “product”, the companies built at the top of these systems are less than able to sell AI-enabled applications and digital assistants.

“I don’t think we’ve been full of time two years ago [when ChatGPT launched]”Former Head of Oracle’s Cloud Division and Chief Executive of Docker Don Johnson says a developer is a developer tool.

Johnson said that for the convenience of the handsite, it seemed clear that AI would be a platform game and “a platform is in Microsoft’s DNA.”

The software giant still faces the risk. Open has launched its own developer platform and bypass Microsoft directly shipping directly to the enterprise customers.

OpenAI’s Chief Financial Officer Sara Frerea told potential investors in March that the Stargate Data Center project, which was funded by alternative supporters, including Japan’s softbank, helped to better protect its intellectual property and confirmed that it was not a partner’s compassion.

Rangan from Goldman Shutch said the commercial aspirations of the Openai were far -fetched, and Microsoft was given a better place to earn more immediate profit.

“Microsoft’s investment in OpenAI is de Minimis,” he said, “mentioned that build technology helped show the commercial potential. “These were three original days that make II scales.”