Satya Nadella, CEO of Microsoft, warned on June 14 that businesses going all-in on a single AI provider risk losing their competitive edge and proprietary knowledge. He argues that enterprises pay twice: for token usage and by surrendering operational know-how to AI providers like OpenAI or Google, which then improve their models for everyone, including competitors. Nadella advocates for multi-model strategies and what he calls « token capital »—custom AI capabilities that preserve data sovereignty. Microsoft reported approximately $80 billion in AI infrastructure spending for fiscal year 2025, including $37.5 billion in a single quarter by early 2026.
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