Microsoft CEO Satya Nadella (사티아 나델라) has urged all companies to build AI models tailored to their own needs, Business Insider reported on Friday.

In an interview with Applied Compute co-founder Yashi Patil, Nadella said, "There should be as many AI models as there are companies in the world," adding that companies are ultimately learning systems. "I don't want to be dependent on a specific model. I want to use cost-effective open-weight models or fine-tuned models using my context, my data and my execution history," he said.

Nadella warned that if AI becomes concentrated in a small number of models, it could become a long-term risk to the overall economy. "If there are only 2 or 3 frontier models that have learned everything differentiated in today's economy, it eventually collapses," he said. "You can buy tools and outsource work, but you can't outsource learning. If you outsource learning, there is no reason for a company to exist," he added.

Many companies currently rely on foundation models from a small number of AI companies such as OpenAI, Anthropic, Google and Meta. Microsoft is strengthening a multi-model strategy that provides a range of models, including DeepSeek and Cohere, through Azure AI Foundry to move away from relying on OpenAI alone. Amazon is making similar moves through Bedrock, and Google Cloud is also expanding third-party models alongside Gemini.