内容来源：https://aibusiness.com/generative-ai/microsoft-openai-continue-to-push-beyond-their-partnership

内容总结：

谷歌云赞助：生成式AI应用首选场景指南
生成式AI的初步应用应优先聚焦于提升人类信息交互体验。当前，OpenAI与微软正展现出战略路径的分化迹象，双方可能通过不同举措增强自主性。

据《华尔街日报》报道，OpenAI已与甲骨文达成一项价值约3000亿美元的云计算合作协议，此举独立于双方7月宣布的联合建设4.5吉瓦斯塔基数据中心的计划。与此同时，微软虽未否认将 Anthropic 的AI技术集成至Office 365的传闻，但《The Information》指出其正逐步打破对OpenAI技术的独家依赖。

行业分析师指出，OpenAI近期频繁布局算力基础设施（包括挪威斯塔基数据中心及与谷歌的云合作），旨在构建超大规模推理运算能力，主要支撑ChatGPT等消费级产品。尽管微软重申对OpenAI的长期合作承诺，但其同步通过Azure AI引入多源模型（如xAI的Grok、Anthropic的Claude及自研MAI系列），展现出"竞合并存"的战略转向。

分析师认为，双方战略差异源于核心目标的不同：OpenAI长期追逐通用人工智能（AGI），而微软更聚焦企业级工具生态与负责任AI技术。微软与Anthropic的合作既契合其"赋能开发者"的定位，亦有助于抢占谷歌Gemini竞争下的云计算市场份额。此外，微软近期与Nebius签署200亿美元GPU租赁协议，进一步凸显其通过多元合作强化算力布局的趋势。

（注：原文中"300 billion"按行业惯例修正为"3000亿美元"；"斯塔基"为Stargate意译）

中文翻译：

由谷歌云赞助
如何选择生成式AI的首个应用场景
想要入门生成式AI，首先应关注能够提升人类信息交互体验的领域。

OpenAI与微软似乎正朝着不同方向迈进。
两家公司可能都在采取行动以增强独立性。

周三《华尔街日报》报道称，OpenAI已签署协议使用甲骨文云计算服务，这笔交易价值可能高达3000亿美元。该协议似乎与今年7月双方为OpenAI年初公布的项目共同建设4.5吉瓦星门数据中心容量的合作相互独立。甲骨文公司拒绝置评。

另一方面，针对微软将在Office 365应用中部分功能采用Anthropic技术的传闻，OpenAI的长期投资方微软既不否认也未予证实。据The Information周二报道，微软正逐步打破Word、Excel、Outlook和PowerPoint等应用仅使用OpenAI技术的局面。

若其中任何一项消息属实，都将进一步印证人工智能领域日新月异的格局。

甲骨文与OpenAI合作消息传出前，该公司在季度财报电话会议上透露已与OpenAI、xAI、Meta、英伟达和AMD等企业签署重大云合约。截至发稿前，OpenAI未回应置评请求。

高德纳分析师奇拉格·德卡特表示："各项指标显示这些大型计算合约的签约与交付正在同步推进。"他补充说此次合作与星门计划形成互补，重点在于整合并锁定GPU资源。

OpenAI近几个月动作频频：7月启动挪威星门AI数据中心计划，另有报道称其与谷歌就云计算资源达成协议。德卡特指出："他们似乎正在为超大规模推理执行奠定基础。目前OpenAI支持的推理扩展多用于ChatGPT等消费级产品与应用。"

随着与甲骨文合作消息的传出，人们不禁关注OpenAI与微软的协议将何去何从。"微软仍享有优先购买权，"德卡特分析道，"这似乎表明OpenAI正在加速扩张，因此需要更快获取超大规模算力并解决资金问题。"

尽管有报道称微软将收购Anthropic AI技术，但微软仍强调与OpenAI的合作关系将持续。微软发言人表示："OpenAI将继续作为我们在前沿模型领域的合作伙伴，我们对长期合作关系的承诺不变。"

过去七年微软虽向OpenAI投资超130亿美元，但始终通过GitHub Copilot提供xAI的Grok、Anthropic的Claude等多供应商模型来丰富产品组合。上月该云服务商还首次推出自研模型MAI-Voice 1和MAI-1预览版。Azure AI铸造厂现提供来自不同供应商的逾11,000个AI模型。

ISG软件研究分析师大卫·门宁格指出："随着MAI-1预览版发布，微软已释放出与OpenAI关系转变的信号。与其他超大规模厂商一样，微软将与OpenAI形成竞合关系——公司内部某些团队提供竞争性产品，其他团队则保持合作。"

两家公司减少交织的发展态势似乎也与其不同的宏观目标相关。Futurum Group分析师布拉德利·希明表示："OpenAI长期追逐通用人工智能(AGI)目标，这影响了其市场进入策略。但对于企业买家/客户而言，这并非其首要考量。"

希明认为，微软拟收购Anthropic AI技术的举动印证了其作为专注负责任AI的前沿模型制造商的成长。除负责任AI实践外，Anthropic已成为代理工具和代码生成领域的领先供应商，这与微软战略高度契合。"微软本质上是一家为开发者服务的工具公司，"希明强调。

门宁格则指出微软可能看到了商业机遇："Anthropic客户消耗大量云资源，微软希望分得这块蛋糕。"与Anthropic合作将使微软能与谷歌抗衡——后者在发布Gemini 2.5后过去一年发展迅猛。希明坦言："若想在与谷歌的AI竞赛中胜出，微软仅靠自身难以追赶。"

合作伙伴关系对微软正变得愈发重要。周一基础设施集团Nebius宣布与微软达成协议，未来五年微软将以200亿美元租赁其GPU云计算资源。

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英文来源：

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Choosing Your First Generative AI Use Cases
To get started with generative AI, first focus on areas that can improve human experiences with information.
OpenAI and Microsoft appear to be moving in distinct directions.
Both Microsoft and OpenAI might be making moves to become more independent.
On Wednesday, the Wall Street Journal reported that OpenAI signed an agreement to access Oracle compute, a deal that could be worth $300 billion. This appears to be separate from their agreement in July to develop 4.5 gigawatts of additional Stargate data center capacity for the project OpenAI announced earlier in the year. Oracle declined to comment.
On the other hand, OpenAI's longtime investor Microsoft isn't denying or confirming claims that it will use Anthropic's technology for some features in Office 365 applications. The Information reported on Tuesday that Microsoft was breaking away from exclusively using OpenAI for applications such as Word, Excel, Outlook and PowerPoint.
If either move proves true, it will provide an additional sign of the ever-changing AI landscape.
The Oracle-OpenAI report comes after Oracle's quarterly earnings call, when the vendor revealed that it signed significant cloud contracts with vendors such as OpenAI, xAI, Meta, Nvidia and AMD. OpenAI did not respond to a request for comment before publication.
"The metrics seem to be aligning with booking and delivering some of these large compute contracts," said Chirag Dekate, an analyst at Gartner.
He added that deal seemed complementary to Stargate, focused on tapping into and locking in GPU, Dekate said.
OpenAI has also been active in the past few months, including the launch of an AI data center initiative -- Stargate Norway -- in July and a reported deal with Google for cloud computing resources.
"They seem to be laying out the groundwork for an extreme scale inference execution motion," Dekate said. He added that much of the inference scaling OpenAI supports today is for consumer products and applications such as ChatGPT.
With the reported Oracle deal, the question becomes what about OpenAI’s deal with Microsoft?
"Microsoft still holds the right of first refusal," Dekate said. "What this seems to imply is that OpenAI is growing faster, and as a result, needs access to extreme scale capacity faster and how to pay for it."
Microsoft echoed that its relationship with OpenAI will continue, despite reports that it will buy Anthropic AI technology.
A Microsoft spokesperson said, "OpenAI will continue to be our partner on frontier models, and we remain committed to our long-term partnership."
While the vendor has invested over $13 billion in OpenAI in the last seven years, Microsoft has continued to diversify its portfolio by offering different provider models such as xAI's Grok and Anthropic's Claude through GitHub Copilot. Last month, the cloud provider also introduced its first in-house models, MAI-Voice 1 and MAI-1-preview. The Azure AI Foundry offers more than 11,000 AI models from different providers.
"With the recent announcements of the MAI-1-preview, Microsoft has already signaled that the relationship with OpenAI is changing," said David Menninger, an analyst at ISG Software Research. "Microsoft, like other hyperscalers, will be in coopetition with OpenAI -- offering competition from some groups and cooperation from other groups within the company.
"The developments from both vendors to become less intertwined also seem to be related to their different overarching goals.
"OpenAI has been chasing AGI [artificial general intelligence] for so long," said Bradley Shimmin, an analyst at Futurum Group. He added that the goal has influenced its go-to-market strategy. "For the enterprise buyer/customer, that's not their priority."
On the other hand, Microsoft's reported move to buy Anthropic's AI technology is a testament to its growth as a frontier model maker focused on responsible AI, Shimmin said.
Besides its responsible AI efforts, Anthropic has become a leading vendor for agentic tooling and code generation, which aligns with Microsoft's strategy.
"Microsoft is above all else, a tool company that builds for builders," Shimmin said.
But Microsoft might also see a business opportunity, according to Menninger.
"There are a lot of cloud cycles consumed by Anthropic customers," he said. "Microsoft wants a share of that business."
Partnering with Anthropic Microsoft compete with Google, which has been moving quickly in the last year after its latest release of Gemini 2.5.
"If Microsoft wants to out-engineer the competition, meaning Google in delivering AI, I don't think they're going to be able to catch up on their own," Shimmin said.
Partnerships appear to be playing an increasingly crucial role for Microsoft. On Monday, infrastructure group Nebius unveiled an agreemnt for Microsoft to lease computing power from Nebius' GPUs in a cloud deal worth $20 billion over the next five years.
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