Microsoft says AI agents will organize the company

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.