The earnings call came after Microsoft reported an earnings and revenue beat for the fiscal first quarter. However, the stock slid in extended trading after the company's forecast called for slower-than-expected growth.
While OpenAI is a central part of Microsoft's growth strategy, the company has been hedging its bets after integrating OpenAI's models into several products and acting as the startup's exclusive cloud infrastructure provider. On Tuesday, Microsoft's GitHub subsidiary said it would allow developers to power the Copilot Chat feature with models from Google or startup Anthropic instead of OpenAI's GPT-4o.