Microsoft’s AI strategy has undergone a fundamental transformation. The old model of exclusive partnership has given way to a new model of essential infrastructure.
Infrastructure wins regardless of which model succeeds
The Strategic Logic
If OpenAI represents the “partner becoming competitor” risk, Anthropic represents the hedge. Microsoft’s Azure becomes valuable not because of any single AI relationship, but because it hosts all the models enterprises need.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
