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Microsoft Seeks to Reduce Dependence on OpenAI, Aiming for AI Self-Sufficiency

Microsoft Seeks to Reduce Dependence on OpenAI, Aiming for AI Self-Sufficiency

新浪财经新浪财经2026/02/12 07:01
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By:新浪财经

According to Microsoft's head of AI, Microsoft is working towards "true self-sufficiency" in the field of artificial intelligence by building its own powerful models and reducing its reliance on OpenAI.

Mustafa Suleyman said in an interview that this strategic shift was made after the two parties restructured their relationship in October last year. This move prompted the $3 trillion company to begin developing its most advanced technologies independently, no longer depending on external partners.

The Google DeepMind co-founder, who joined Microsoft in 2024, said: "We must develop our own cutting-edge foundational models, equipped with gigawatt-scale computing power, and some of the world's best AI training teams."

The software giant is making large investments in building and organizing the massive datasets needed to train advanced systems. He added, "This is truly our mission for self-sufficiency."

Microsoft is one of OpenAI's earliest and largest investors and has long relied on OpenAI's models to power its own AI tools, such as the Copilot software assistant.

Last year, Microsoft agreed to allow the startup to complete a corporate restructuring while retaining its stake in the ChatGPT developer, which is valued at $135 billion, and ensuring continued access to its most advanced models through 2032.

However, the deal also gave OpenAI greater freedom to seek new investors and infrastructure partners, which could turn it into a more direct competitor.

Microsoft is also diversifying its bets, investing in other model developers such as Anthropic and Mistral. At the same time, the company is accelerating the development of its own models. Suleyman said these internal models would be released "at some point this year."

Suleyman specifically pointed out that Microsoft's goal is to seize more enterprise market share by advancing "professional-grade AGI" (Artificial General Intelligence), that is, developing powerful AI tools capable of performing daily tasks for knowledge workers.

He said: "White-collar jobs—anyone who sits at a desk, whether a lawyer, accountant, project manager, or marketer—most of these tasks will be fully automated by AI in the next 12 to 18 months."

He also added that within the next two to three years, these AI agents will be able to collaborate more effectively within the workflows of large institutions. These AI tools will also have the ability to continuously learn and improve and will be able to take more autonomous actions.

He said: "Creating a new model will be as simple as making a podcast or writing a blog. In the future, it will be possible to design AI tailored to the needs of every institution and individual on Earth."

However, Microsoft faces fierce competition in the enterprise market. Anthropic has already taken the lead in AI programming tools, while OpenAI and Google are also investing heavily to compete for lucrative enterprise AI contracts.

Microsoft expects capital expenditures to reach $140 billion in the fiscal year ending June this year, with increased investment in AI infrastructure.

Investors are concerned that such spending is fueling an AI "bubble," which has weighed on the performance of large tech stocks, with Microsoft's share price falling more than 13% over the past month.

Suleyman said: "There's no doubt, this is an unprecedented period, and I think the market is trying to understand the path of development over the next five years." But he added: "We have no doubt that these returns will eventually compound and be reflected in revenue and profits."

Suleyman also said that another key focus for Microsoft is applying AI in healthcare, aiming to build "medical superintelligence" and using AI programs to help address shortages of medical staff and long waiting times in healthcare systems. Last year, the company released an AI diagnostic tool that it claims outperformed doctors in certain tasks.

He added that Microsoft's goal is to create "humanistic superintelligence," meaning AI technology that is always under human control, in response to concerns that some AI labs are developing powerful technologies too quickly, potentially beyond the oversight of their creators.

He said: "We must reset this premise and only bring into the world those systems that we are confident can be controlled and serve us in a subordinate way."

"These tools, like any previous technology, are designed to enhance human well-being and serve humanity, not surpass it."

Editor: Chen Yujia

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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