德银：微软AI投资担忧已过度反映 Azure增速或达41%
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Microsoft and Amazon are "undermining each other's foundations": Claude lands on Azure, and OpenAI enters Bedrock.
According to Beating's monitoring, the exclusive cloud alliance between the two major camps of AI models has officially disintegrated. Anthropic announced that its Claude 4.x series (including Claude Opus 4.8 and Claude Haiku 4.5) is officially available on Microsoft Azure AI Foundry, running directly on NVIDIA GB300 GPU computing power; echoing this, OpenAI's GPT-5.5 and GPT-5.4 were also launched on Amazon AWS Bedrock two months ago. Cloud giants are retreating from "exclusive models" to "computing power and traffic entry points," while large models are moving towards a public utility stage of multi-cloud distribution.
Microsoft will release its self-developed programming model next week to counter Cursor and Claude's encroachment on Copilot.
According to Beating, Microsoft plans to release several self-developed AI models at its annual Build developer conference in San Francisco next week. To reclaim the AI coding market share eroded by competitors, Microsoft is focusing on launching its self-developed programming models to enhance the competitiveness of GitHub Copilot and counter the market encroachment brought by Cursor and Claude Code. In addition to programming models, Microsoft is also planning to launch self-developed large models with various parameter specifications, covering vertical tasks such as transcription, reasoning, speech, and image processing. The research team under Microsoft AI CEO Mustafa Suleyman has not had a model reach the top of mainstream industry leaderboards in the past two years; this release will be the first major test of the team's self-developed capabilities. Previously, due to an exclusive agreement with OpenAI restricting Microsoft's rights to develop human-level AI until April 2026, its self-development work was once limited; it wasn't until April of this year, when the two companies revised their cooperation terms, that Microsoft regained its research freedom. In its software services, Microsoft has long relied on OpenAI's technology, which is licensed free of charge until 2032, and the Anthropic model, which it purchased for a fee, to power GitHub Copilot and 365 Copilot. The high cost of external procurement has forced Microsoft to raise the price of some GitHub Copilot packages and impose quotas on the use of the Anthropic model. By distributing lower-cost, self-developed models through the Azure cloud platform, Microsoft can provide developers with a cheaper alternative to Claude, thereby reducing the daily operating costs of AI features in Office software. More importantly, when the free license for OpenAI expires in about six years, self-developed large models will become a key asset for Microsoft to break free from expensive suppliers and maintain its core independence.
Microsoft is considering integrating the Deep Search model to power its Copilot collaborative workspace tool.
According to Axios, Microsoft is considering introducing Deepin's V4 big data model as a low-cost alternative to its Copilot collaborative office assistant. The report states that the US tech giant is testing Deepin's V4 version, deployed locally on the Microsoft Cloud, along with other open-source big data models, to replace the current Anthropic and OpenAI models that support Copilot, thereby reducing service costs. Microsoft plans to launch this low-cost big data model service to the market in the coming weeks. (Sina Finance)
Tencent announced that Tian Yonglong, a former researcher at OpenAI, has joined the company to participate in the development of VLM.
According to sources at Tencent, Yonglong Tian, a former researcher at OpenAI, has recently joined Tencent's Large Language Model Department and will participate in the research and development of VLM (Visual Language Model). This marks another instance of Tencent poaching talent from OpenAI. On December 17th last year, Tencent announced an upgrade to its large model R&D architecture, establishing the AI Infra Department, AI Data Department, and Data Computing Platform Department. Former OpenAI senior researcher Yao Shunyu was appointed as the Chief AI Scientist in the "CEO/President's Office" (reporting to Martin Lau), and concurrently served as the head of the AI Infra Department and the Large Language Model Department (reporting to Lu Shan). This announcement garnered widespread attention on social media. (The Paper)
OpenAI: GPT-5.6 SOL, TERRA, and LUNA versions will be publicly released this Thursday.
According to Foresight News , OpenAI announced that GPT-5.6 SOL, TERRA, and LUNA versions will be publicly released this Thursday, expanding preview access globally.
AXIOS: Trump administration lifts restrictions on OpenAI's GPT 5.6
According to Foresight News , citing AXIOS, the Trump administration has lifted restrictions on OpenAI's GPT 5.6, and the Department of Commerce has approved OpenAI to widely roll out its GPT 5.6 model.