Microsoft puts $2.5 billion and 6,000 engineers into deploying AI inside its customers

Everyone suddenly wants to sell not the model but the people who make the model useful, which tells you where the money actually is. The bottleneck for most companies was never access to AI, it was knowing what to do with it, and whoever owns that last mile owns the relationship. This is the AI business quietly turning into a consulting business, and the pure model vendors should be nervous.