Microsoft Reassesses AI Strategy Amid Anthropic Rise

Microsoft is reevaluating its $13 billion partnership with OpenAI as Anthropic's rise, reported by The Information, forces internal strategic debates. Anthropic's Claude 3.5 Sonnet—backed by a $4 billion Amazon investment—offers extended context windows, improved reasoning and safety, prompting enterprises to prefer it and pressuring Microsoft to permit multi-model integrations or renegotiate exclusivity.