Satya Nadella warns society will reject AI concentration in a few dominant firms

Microsoft chief executive Satya Nadella warned that allowing a small handful of companies to control the bulk of artificial‑intelligence learning would lose society’s “social licence”. In interviews he named OpenAI, Anthropic and Google as the dominant model providers and said “la sociedad no va a tolerar que unos pocos modelos y unas pocas empresas hagan todo el aprendizaje del mundo”. Nadella argued that businesses must develop their own AI layers—what he calls “token capital”—by building internal data, processes and human oversight rather than relying solely on external models. While Microsoft has invested billions in OpenAI, it is promoting a more fragmented AI market through its Azure AI Foundry, low‑cost Copilot Cowork agents and the option to host alternative providers such as DeepSeek. The CEO’s message links the concentration risk to the broader need for AI to generate real‑world value and earn public acceptance.