Bloomberg Surveillance · Tuesday, June 30, 2026
The value in the AI landscape is expected to shift as large language models become commoditized, with hundreds of vertical-specific models emerging globally. A key expert believes the true value will lie in the data itself and the ability of companies to penetrate the enterprise market. Microsoft is highlighted as a likely long-term winner in the enterprise AI space due to its strategic positioning.
“With my view, and I think you see with open AI anthropic, the models eventually will become commoditized and it's times to open AI inthropic. You'll have hundreds of models across the world, vertical specific. The value will be in the data how quickly that they can. Penetrate an enterprise.”
“My view is on the enterprise, Microsoft will continue to be the ultimate winner. But it just shows it's a convergence. What's happening across the AI If.”