I feel Meta, Google and OpenAI are the real AI leaders of this industry. Definitely not Microsoft who is riding on integrations with OpenAI APIs. Just saying.
Microsoft made a massive investment in OpenAI and get 75% of OpenAI profit at least until that earns them the $10B invested back. Microsoft, for now, from a financials perspective are OpenAI rather than any old third party integrator. They are the paymasters.