Microsoft starts pulling OpenAI and Anthropic out of Excel and Outlook Tens of thousands of prompts a week in Excel and Outlook are now running on @Microsoft's own MAI models, per Bloomberg. Work that used to lean on @OpenAI and @AnthropicAI. Not a clean break. Microsoft still

What happened

Microsoft has begun removing OpenAI and Anthropic AI services from its Excel and Outlook products, moving tens of thousands of weekly user prompts to run on Microsoft’s own MAI (Microsoft AI) models, though the transition is not yet complete.

Confirmed

Global impact / market context

Shifting to Microsoft‑owned models reduces dependence on external AI vendors, potentially lowering licensing costs and giving Microsoft tighter control over data handling, which could improve profit margins for its productivity suite and pressure OpenAI and Anthropic’s revenue streams.

Analyst inference

The move reflects a broader trend of large software firms integrating proprietary generative‑AI into core applications, intensifying competition in the AI‑augmented productivity market and prompting regulators to watch data privacy and antitrust implications.

Analyst inference

What to watch

1. The volume of prompts migrated to Microsoft’s MAI models – a rise would signal deeper integration and possible cost savings for enterprise customers. Analyst inference
2. Any changes in pricing or subscription fees for Excel and Outlook AI features, which could affect corporate budgeting for productivity tools. Analyst inference
3. Reactions from OpenAI and Anthropic, such as new partnership offers or pricing adjustments, that may influence the competitive dynamics of the AI services market. Analyst inference

Evidence

• x.com