Microsoft's third-party AI spend drops 30% YoY by Q1 2027

Microsoft will reduce its spending on third-party AI models (e.g., OpenAI, Anthropic) by 30% year-over-year by the end of Q1 2027, driven by increased in-house model adoption. This aligns with the company's cost-cutting initiatives.

earnings · Prediction Market

Implied probability (Yes)

65%

Closes

2027-03-31

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