Technology competitors flow to the software giant stage

Microsoft has sought to tighten its grip on the artificial intelligence industry this week, as it unveiled a group of new products and partnerships with Openai, NVIDIA and ELON Musk’s Xai in an attempt to appear the winning between those who benefit from edge technology.

The technology giant was of $ 3.4 million in a annual construction conference in Seattle, where it revealed a series of Prosecutor’s progressIncluding a strong coding “agent” that works using simple instructions and a tool for companies to create and manage complications of these digital assistants.

Another amazing feature of the three -day conference was the virtual manifestations of Tech Titans, such as the President of Openai Sam Altman, Musk, and President of Nvidia Jensen Huang.

Their shows in Build reflects how artificial intelligence groups wealth has become incomparable with Microsoft, a 50 -year -old company that floundered in the appearance of a mobile phone but places itself in the heart of the artificial intelligence sector under the leadership of Satia Nadella.

Each of them needs Microsoft to help sell artificial intelligence models for customers who use the AZURE cloud computing infrastructure, developers and productivity tools.

Nadila said on Monday: “It is not a single tool, any one agent or any one form,” Nadila said on Monday. “This is a platform that we want to create together … I think something big will come out of this because this is not just a repetition of the past.”

Musk, who sue Microsoft, has promised a partnership of approximately $ 14 billion with Openai, Nadella customers that their observations will affect the direction of the Grok Grok family from XAI after signing a deal to submit it on the Foundry Azure platform. He said: “Tell us what you want, and we will achieve it.”

Huang later told that more than 3000 of those present at the conference that technology giants were “building the largest computers of artificial intelligence in the world”, referring to the spread of advanced NVIDIA chips in Microsoft Data Data centers.

Altman said that Openai Codex “is very deeply integrated” with a computer programming tool made by Microsoft.

“Microsoft is the leader of the artificial intelligence. It is the prominent, catalyst, and the hooks to make models work,” said Cash Ranjan, an analyst at Goldman Sachs. “If he wins, they get win.”

Nadila said that the technology industry was in the middle of a “transformation of another platform” – a fundamental change used by technical innovation to create new goods and services, similar to how to convert the Internet to how companies and individuals work.

Investors are betting on Microsoft in a good position to exploit the transformation. The company’s share price increased more than 8 per year 2025 against the backdrop of market confidence in artificial intelligence plans.

On the contrary, the shares in most of the shares of “Seven Magnificent Seven” have decreased to large technology since the beginning of the year, as it was shocked by the Donald Trump tariff in the US Securities Market.

The Washington -based RedMond group stole a march on competitors when she launched Openai Chatgpt in 2022, adding to its investments in the start of San Francisco running with the combination of the group models into Microsoft products such as Copilot Ai.

But she also provided a set of services to customers. Although the Openaii manuscript into GitHub Copilot was integrated, the Nadella team announced this week a deal to provide a CLADE code from its competitor through the same service.

Meanwhile, the Xai GROI family of artificial intelligence will be offered to its cloud computing customers on the same commercial base as Openai, as well as those made by European startups Mistral and Black Forest Labs.

“Openness and choice – this is what all developers want, and this is what we will offer,” said Jay Bader, a former executive director of Meta, who was appointed by Club last year to wear the new Amnesty International Department from Microsoft.

The competing cloud computing has adopted “excessive numbers”, including Amazon and Google, a similar strategy to allow many different artificial intelligence models to play on its platforms.

But analysts say Microsoft has a competitive advantage due to a more comprehensive group of artificial intelligence offers for Enterprise Cloud through developers, data and productivity tools at the workplace.

In 2014, Nadella, who took over Microsoft in 2014, helped the company reduce the dependency of computer software sales and expand the azure cloud computing work. Most of the company’s revenues are now in cloud services and institutions, while a group of AI products expects to generate at least $ 13 billion of annual revenues.

Despite the supervision of the company’s investment in Openai, the president of Microsoft is unprecedented from the most ambitious vision of the general intelligence of public intelligence-where the systems coincide or exceed the capabilities of humans.

Instead, he remained constant in the opinion that artificial intelligence models will become “commoditized”, and have less value than being able to sell companies that support artificial intelligence and digital -based digital assistants on these systems.

“I don’t think we fully expected this moment two years ago (when Chatgpt was launched),” said Don Johnson, the former head of the cloud department in Oracle and the CEO of Docker, a developer tool company.

Johnson said that with the benefit of too late, it seemed clear now that artificial intelligence will be a platform game and be a “platform in the Microsoft DNA”.

The software giant still faces risks. Openai has launched its developer platform as it charges directly to the customers of the institutions, bypassing Microsoft.

Sarah Ferrar, the financial manager of Openai, told potential investors in March that the company’s Stargate Center project, with funding from SoftBank in Japan, helped to better protect its intellectual property and make sure that it was not at the mercy of the partner.

Ranjan of Goldman Sachs said that the Operay’s commercial aspirations were more far, as Microsoft was in a better position to make more urgent gains.

“Microsoft’s investment in Openai is the minimum,” he said, noting that Build has helped show commercial technology prospects. “These were the three central days that made Amnesty International spoke widely.”