---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39482604.md"
description: "Among the four tech giants, Microsoft is "lagging behind" (3 core pain points)1. Over-reliance on OpenAI; in-house models falling behind - Microsoft's MAI series of in-house large models are far inferior to GPT-4o, Gemini, and Llama 3 in performance, and it still relies on OpenAI to power Copilot.- The exclusive partnership seems like an advantage, but OpenAI is also seeking compute power from AWS, Google, and Oracle, making "exclusivity" exist in name only.- The progress of its in-house AI chips, Maia 100/200, is slow, and commercialization is weak, resulting in deep dependence on NVIDIA. 2. Product experience: "Plug-in AI" criticized - Copilot feels more like an Office/Windows plug-in rather than a natively rebuilt product; Windows AI features are criticized as "laggy, useless, and crammed everywhere."- In March 2026, Microsoft began cutting redundant Copilot entry points in Windows, admitting to previous "over-integration and poor experience."- In comparison: Google Gemini, Meta Llama, and Anthropic Claude are more aggressive in multimodal capabilities, reasoning, on-device AI, and open source. 3. Compute power and execution: Resource misallocation, unstable delivery - High-end GPUs are prioritized for OpenAI, leaving Azure's small and medium-sized AI customers unable to get resources, with market share taken by Oracle and CoreWeave.- In mid-2024, it temporarily paused AI infrastructure expansion, causing its market share to drop from 38% to 18%.- Capital expenditure surged (USD 37.5 billion in a single quarter), but the ROIC of its AI business is only 20%, far below the company's overall 35–40%."
datetime: "2026-03-24T14:20:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39482604.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39482604.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39482604.md)
author: "[浩浩小课堂](https://longbridge.com/en/profiles/19784218.md)"
---

# Among the four tech giants, Microsoft is "lagg…


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