OpenAI-Microsoft tensions escalate over control and contracts – Computerworld

“Over the short to long term, enterprises could face service disruptions, compatibility issues, or increased costs as vendors adjust their business models in response to changes in the partnership or service offerings,” said Prabhu Ram, VP of the industry research group at CyberMedia Research.

OpenAI models currently power Microsoft Copilot. But with growing innovation from rivals like DeepSeek, both firms appear to be preparing for a more independent path.

“The rate at which AI is advancing, especially given what DeepSeek has demonstrated, suggests that being locked into a single model is no longer a prudent strategy for Microsoft,” said Neil Shah, VP of research and partner at Counterpoint Research. “Enterprises will need to prepare for AI tools and platforms that are diverse in capability, modular, and scalable.”