Microsoft Corp. used its fiscal fourth-quarter earnings call to emphasize a multi-model AI strategy rather than dependence on any single provider. CEO Satya Nadella said Azure offers customers broad model choice, stating, "We offer the broadest model catalog in the cloud with over 11,000 models, including the latest from OpenAI, Anthropic, Mistral, xAI, as well as our own MAI family." He noted a "5x increase in the number of customers building with models from multiple providers," citing Levi Strauss & Co., which uses both OpenAI and Anthropic models through Microsoft's Foundry platform while deploying more than 1,000 domain-specific AI agents. Nadella explained Microsoft is designing its platform so that "the harness, context, memory, and action space are separate from any one model family," adding that this approach provides "business continuity and resilience because every model is substitutable." CFO Amy Hood reinforced the theme, saying, "You've got to keep your harness separate from the model… That means any given model at any given time is swappable." Nadella concluded that enterprises "can't depend on any one model," underscoring Microsoft's shift toward model choice based on cost, performance and use case.