Satya Nadella asks if Microsoft can lead AI again
On a sunny day in Seattle, about 50 executives from large Microsoft customers gathered at the Paccar Pavilion to ask CEO Satya Nadella how the company can help them adapt to the AI age. Nadella emphasized the need for “diffusion inside the enterprise,” noting that AI tools must be widely deployed across all levels of an organization.
Key points
- Microsoft has 30 million Copilot seats, costing $30 per person per month.
- GitHub Copilot sales grew 60 % in July quarter, with 50 million users.
- Copilot Cowork uses usage‑based billing and already serves thousands of customers.
Microsoft’s AI strategy has stalled compared to rivals. The company still has 30 million Copilot seats, each costing $30 per person per month, and its GitHub Copilot user base grew from 26 million last October to 50 million, a 60 % sales jump in the July quarter. Microsoft has also introduced Copilot Cowork, a usage‑based billing product that already serves thousands of customers.
Investors remain cautious. Wall Street has only seen a 7 % rise in Microsoft’s stock this year, and the company has lost its exclusive cloud partnership with OpenAI. Despite these challenges, Nadella says the company is moving toward a consumption‑based pricing model that could expand its total addressable market.
The story so far
2 episodes →- Satya Nadella asks if Microsoft can lead AI againthis story
Satya Nadella reinvented Microsoft once. Can he do it again in the AI era?
CNBC Technology · 5 October 2026
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This text was published by CNBC Technology and written by Jordan Novet. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
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