# Microsoft says AI agents will organize the company

- Published: 2026-10-26T18:33:23.000Z
- Updated: 2026-10-26T22:03:30.700Z
- Section: Market
- Topics: Agents, Business
- Page: https://aidailyjournal.com/en/n/2026/10/26/microsoft-says-ai-agents-will-organize-the-company/
- Sources: [Xataka](https://xataka.com/empresas-y-economia/microsoft-va-a-fundir-190-000-millones-dolares-ia-solo-este-ano-ha-hecho-movimiento-obvio-ahora-compania-agentes)

## Summary

In its annual letter, Satya Nadella said AI agents were no longer just features in Microsoft products and had become a principle for organizing the company. Microsoft will have two main pillars: agents and infrastructure, and devices and consumer products. According to Statista data cited by Xataka, Microsoft spent $190 billion on AI in 2026. The letter also reports fiscal 2026 revenue of $331.8 billion, up 18%, along with more than 30 million paid Microsoft 365 Copilot subscribers and 50 million GitHub Copilot users.

Nadella described an architecture that separates the execution environment — context, memory and actions — from the AI model, allowing models to be switched without losing what agents have learned about a business. He also said the Maia 300 chip delivers 40% more tokens per watt than leading GPU-based systems. In its devices segment, Microsoft plans to use its more than 1.6 billion monthly active Windows devices to run models locally.

## Why it matters (editorial interpretation)

The letter positions agents as a pillar of Microsoft’s organization and infrastructure strategy, linking their adoption to financial results, subscriptions, and AI investment. Separating agents from models could also give the company more flexibility to switch models without losing accumulated business context, according to Nadella.

_Summary written by AI Daily Journal in its own words, based on the sources above. For details, read the original articles._