After Microsoft Azure announced the integration of Moonshot AI's Kimi k2 model at the beginning of this month, the collaboration between the two companies is rapidly moving towards the application layer. According to the Science and Technology Daily, Microsoft plans to launch a new Agent feature this month.

This feature will deeply leverage Kimi's long-range reasoning and tool calling capabilities to achieve full automation of Office products. In the face of fierce competition from local vendors, Microsoft's move aims to supplement its top-tier capabilities by introducing external leading models, while maintaining platform neutrality and completing the commercial loop of AI cloud through tools such as Agent365.

Different from Microsoft, Alibaba Cloud has chosen an "all-size, all-modal, all-round" open-source strategy. According to the latest statistics from TaiMai and Bloomberg, as of October 2025, the global download count of Qwen has exceeded 700 million, with over 180,000 derivative models, surpassing Meta's Llama series and officially becoming the world's number one AI open-source model. By sacrificing short-term commercial interests, Alibaba Cloud successfully made Qwen the default dependency in the industry, aiming to make Tongyi the global standard for AI infrastructure, just as Linux changed the server market.