Microsoft is reportedly in advanced talks with OpenAI for a new agreement that would give it ongoing access to the startup's technology even if OpenAI achieves what it defines as AGI, or advanced general intelligence. If the deal goes through, it would clear a key hurdle in OpenAI's transition toward becoming a fully commercial enterprise. The companies have been negotiating regularly, and they could come to an agreement in a few weeks, Bloomberg reports, citing three anonymous sources. The report cited som ...

Core Insights - OpenAI has secured a contract with the U.S. Department of Defense (DoD) worth up to $200 million to develop prototype systems utilizing its AI models for various administrative tasks and national security challenges [1][2] - The contract is part of OpenAI's broader "OpenAI for Government" initiative, which aims to streamline its offerings to various government agencies, including NASA and the U.S. National Labs [5] - The relationship between OpenAI and its major investor Microsoft appears to be strained, as the DoD has opted to work directly with OpenAI rather than through Microsoft, which has historically held numerous contracts with the federal government [2][6] OpenAI's Role and Offerings - OpenAI's contract with the DoD includes tasks such as assisting service members with healthcare, managing data on programs, and enhancing proactive cyber defense [1] - The DoD's announcement emphasizes the development of AI capabilities to tackle critical national security issues in both warfighting and enterprise contexts [1] Industry Context - The competitive landscape is highlighted by concerns from Silicon Valley figures regarding China's advancements in AI, framing the situation as a "cold war" between Chinese and Western AI models [2] - Microsoft's Azure OpenAI Service was recently approved for all classified levels by the DoD, indicating a significant shift in how the DoD is engaging with AI technology providers [6]

Core Insights - Temenos launched the Product Manager Copilot at the Temenos Community Forum '25, aimed at enhancing banks' ability to innovate and optimize financial products using Generative AI [1][7] - The Product Manager Copilot integrates Microsoft Azure OpenAI Service, providing a conversational interface for product, IT, and customer service managers to utilize Temenos' core banking functionalities [2][5] Product Features - The Copilot is part of Temenos' advanced and enterprise product offerings, designed to help banks design, launch, and test retail products more efficiently [3][4] - It allows product managers to interact through familiar platforms like Microsoft Teams, facilitating quick access to business insights without complex queries [4][5] Market Context - A study indicated that 75% of banks are exploring Generative AI, with 36% already deploying it, highlighting a significant trend towards AI adoption in the banking sector [6] - The integration of Generative AI is seen as transformative for the banking industry, emphasizing the need for traditional banks to innovate rapidly to remain competitive against fintechs and neobanks [6][7] Collaboration and Future Availability - Temenos developed the Copilot in collaboration with clients like Banque Internationale à Luxembourg, ensuring a customer-focused approach to innovation [7][8] - General availability of the Product Manager Copilot is expected in Q4 2025, with financial institutions able to register for early access [8]

"AI 可以生成代码了，人类程序员过往能写代码的核心竞争力没了，还能做些什么？" 最近，随着 AI 大模型能力的进一步精进， GitHub Copilot、Cursor、Devin、Manus、 Claude 等工具密集刷新登场，程序员圈子里越来越多的人开始发出这样的疑问。 要知道，过去调 Bug、查文档、撸代码，样样都得亲力亲为，如今只需对着屏幕说句话， 或敲一句自然语言，AI 就能唰唰唰地帮你把项目生出来。比如你随口一句" 用 JavaScript 写个贪吃蛇 "，或许咖啡还没凉，一个能跑的网页游戏就已经搭好了；又比如，前 OpenAI 大佬 Andrej Karpathy 不久前在社交平台 X 上展示的：哪怕完全不会 Swift，也能靠 AI 在 一小时内搓出个 iOS 应用 。 Karpathy 把这种方式叫作 "氛围编程"（Vibe Coding）——听起来有点玄，其实就是"和 AI 唠嗑写代码"。不管是开发者还是普通爱好者，都不用死磕语法、也不再纠结框架配置， 直接说："我要一个自动登录的按钮"、"这里加个缓存"，AI 就一行一行替你敲好。听起来 像开挂一样，但问题也随之而来：代码是能跑没错，可你 ...

" 微软云中国搭上 OpenAI 快车。 " 作者丨徐晓飞 编辑丨周蕾 OpenAI 对微软云营收的拉动效果正在持续显现，这一点在中国市场尤为显著。 雷峰网从多位业内人处获悉，去年下半年，微软云 OpenAI 业务的全球营收中，来自中国市场的占比最 高，约为 1/4。 // 近期热门文章 微软中国总裁原欣离职背后：微软云的「困局」与「变数」 独家丨微软云中国裁员：约80余人受影响，EC部门成重灾区 独家丨微软云中国或将迎来大调整：各行业销售线内部，「合并同类项」 "由于 OpenAI 在中国本土禁售，中国企业难以通过 OpenAI 官网或官方订阅的方式获取该服务，这时候 通过在微软云上创建海外账号以获取 OpenAI 服务，不失为一种替代方案。"多位业内人士表示。 雷峰网了解到，过去两年，中国市场上，Azure OpenAI Service 等相关服务快速拉动着微软云中国的营 收，目前已成为其新的增长引擎。 是否想加入最劲爆的雷峰"云厂情报群"？ 不定期分享大厂内幕、领导避坑、优质岗位等一手信息，本群 限额100人，入群可添加作者微信 xf123a 。 这些客户包括大模型公司、有大模型业务的互联网巨头以及出海 ...

Core Viewpoint - The relationship between Microsoft and OpenAI has evolved from a close partnership to a strategic distancing, driven by changing ambitions and financial pressures on both sides [2][4][29]. Group 1: Investment and Partnership History - In July 2019, Microsoft invested $1 billion in OpenAI, establishing itself as the exclusive cloud provider and preferred commercialization partner [5]. - By early 2023, Microsoft announced an additional investment of approximately $10 billion, increasing its stake in OpenAI to about 49% and gaining exclusive commercialization rights to OpenAI's technology [6]. - The partnership led to significant developments, including the exclusive licensing of the GPT-3 model and the launch of AI products like GitHub Copilot and Azure OpenAI Service [6][7]. Group 2: Recent Developments and Tensions - In November 2023, OpenAI's board unexpectedly fired CEO Sam Altman, causing shockwaves in the tech community and raising concerns within Microsoft about OpenAI's stability [7][9]. - Following Altman's brief dismissal, Microsoft gained a non-voting observer seat on OpenAI's board, but tensions grew as Microsoft executives expressed worries about over-reliance on OpenAI [9][10]. - OpenAI's financial struggles became apparent, with projected losses of $5 billion in 2024 and soaring computing costs, prompting OpenAI to seek renegotiations of its exclusive agreement with Microsoft [9][10]. Group 3: Strategic Shifts and Future Plans - OpenAI began diversifying its investor base, securing $6.6 billion in funding in October 2024, with participation from Nvidia and other investors, reducing Microsoft's dominant role [10][11]. - The "Stargate" project, announced in January 2025, aims to establish a $500 billion data center initiative to support OpenAI's computing needs, marking a significant shift in its reliance on Microsoft [11][13]. - By 2030, the Stargate project is expected to fulfill 75% of OpenAI's computing requirements, fundamentally altering its dependency on Microsoft [13][14]. Group 4: Microsoft's Independent AI Strategy - Microsoft has initiated a strategy to reduce its dependency on OpenAI by developing its own AI capabilities, including hiring key personnel from AI startups [18][20]. - The company is testing models from various AI firms to create alternatives to OpenAI's technology, reflecting a cautious approach to its partnership [21][28]. - Despite the evolving relationship, Microsoft retains significant commercial interests, holding a 49% stake in OpenAI and the right to a 75% profit share until its investment is recouped [16][29].

Britain’s competition authority, the Competition and Markets Authority (CMA), said Wednesday that Microsoft’s partnership with OpenAI doesn’t qualify for investigation under the merger provisions of the U.K.’s Enterprise Act 2002, the country’s anticompetitive practices law. “Overall, taking into account all of the available evidence […] the CMA does not believe that Microsoft currently controls OpenAI’s commercial policy, and instead exerts a high level of material influence over that policy,” the CMA wrot ...