Microsoft now runs tens of thousands of AI prompts each week in Excel and Outlook on its own MAI models, replacing OpenAI and Anthropic systems. Teams transcriptions are next.
Alpha Score of 55 reflects moderate overall profile with poor momentum, strong value, strong quality, moderate sentiment.
Microsoft has put its own MAI models to work inside Excel and Outlook, handling tens of thousands of prompts each week that previously ran on OpenAI and Anthropic systems. Bloomberg reported the shift Tuesday (July 7), citing unnamed people familiar with the move. Microsoft declined to comment.
The deployment goes beyond earlier reports that the company planned to reduce its dependence on external AI labs. Bloomberg said MAI models are now live at a scale inside those two Office applications that was not previously disclosed. The goal, according to the report, is to lower AI costs and to avoid tying core product features to other labs' release schedules.
Mustafa Suleyman, CEO of Microsoft AI, told Bloomberg earlier this year that the company aimed to cut spending on Anthropic models by using its own. He said Microsoft models would start handling transcriptions in Teams "within months."
A March 2025 report showed Microsoft had completed training a family of models that scored nearly as well as OpenAI's top models on standard benchmarks. A Microsoft spokesperson at the time told PYMNTS the company "is using a mix of models, which includes models from OpenAI as part of our partnership, as well as Microsoft AI and open-source models." That mix now tilts further toward its own stack.
The shift could change Microsoft's cost calculus. In January, Bloomberg reported that Microsoft had become one of Anthropic's top customers, on track to spend roughly $500 million per year on Anthropic models. Running fewer external-model inferences would eventually relieve a line item investors have flagged as a concern during a period of elevated capital spending.
Microsoft delivered double-digit growth in its most recent quarter, driven by AI and cloud demand. The MAI deployment does not immediately change the revenue outlook. If model quality holds at larger scale, the cost savings and the independence from OpenAI and Anthropic become material. Teams transcriptions are scheduled to begin within months and will offer an early test.
On the MSFT stock page, the stock traded at $389.13, up 0.62% on the day. The Alpha Score sits at 55, labeled Mixed.
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