Microsoft CEO: AI models are being commercialized, system integration and product development become key

In a recent podcast, Microsoft CEO Satya Nadella said that as language models continue to mature, AI models are gradually moving towards standardization and commodityization. He pointed out that this change has prompted companies to shift their strategic focus in artificial intelligence (AI) development from simple model research and development to system integration and product development.

Nadella stressed that "the model itself is not enough, and enterprises need to pay attention to complete system architecture and successful products." He believes that the current AI industry is experiencing a "wave-like activity". Since the launch of ChatGPT in November 2022, innovations have emerged in multiple fields such as chips, data centers, frameworks, basic models, vertical AI companies, consumer hardware and software.

Microsoft plays an important role in this trend. Nadella mentioned that Microsoft is building a complete AI technology architecture, including new capabilities under development and possible large-scale model MAI, which will have reasoning capabilities.

Meanwhile, Deepseek further supports Nadella's view by demonstrating its ability to match some of OpenAI's capabilities with fewer resources. Adam Goldberg, marketing manager at OpenAI, also said that the key to success is to integrate infrastructure, data, models, fine-tuning, applications and user experience. With the launch of products like ChatGPT, OpenAI is expanding its AI value chain in an all-round way.

In addition, the story of Figure AI is worth paying attention to. The robotics company recently decoupled from OpenAI and began developing its own open source model. Although they mentioned that standardization of AI models is one of the reasons for separation, strategic considerations are obviously also key, especially after OpenAI returns to the field of robotics, Figure AI needs to avoid relying on OpenAI technology.

Nadella's views and the development trends of related companies reflect the AI ​​industry's progress towards a more mature and systematic direction. This also means that in the future, enterprises' competition in the field of AI will no longer rely solely on the advanced nature of models, but will rely more on how to effectively integrate these models into products and provide complete solutions.