Microsoft rolled out more than 80 new products and features to round out its Copilot and artificial intelligence stack as it moved to position itself as an early enterprise AI leader and a platform that can provide model choices.
Microsoft reported better-than-expected first quarter earnings as commercial cloud revenue was up 22% and Azure grew 33% from a year ago.
Microsoft is adding 10 autonomous agents in Dynamics 365 and moving the ability to create them into public preview in Copilot Studio. With the move, Microsoft is adding on to its Copilot stack with agentic AI agents that can complete tasks autonomously.
Microsoft said Copilot agents are generally available in a move that provides enterprises agentic AI to automate business processes while preserving that Copilot brand it's known for.
Palantir Technologies said it will deploy its AI Platform (AIP) on Microsoft Azure for U.S. government agencies and use Azure OpenAI service.
Microsoft delivered a better-than-expected fourth quarter and said Azure revenue growth was up 29%.
Microsoft announced a bevy of additions to Azure including AMD Instinct MI300X instances, Cobalt 100 instances in preview and the latest OpenAI model, GPT-4o, in Azure OpenAI Service.
Microsoft Fabric is getting tools and workloads to analyze real-time streaming data as well as integration with Snowflake and Databricks platforms.
Microsoft reported a strong third quarter with revenue growth was 17% with Microsoft Cloud revenue up 23% from a year ago. Azure and other cloud services revenue growth was 31% driven by AI services.
The price changes go into effect Oct. 1 and range from an additional $10 to $15 more a month per user for most apps, but $30 more for a select apps.
Microsoft is shoring up its consumer Copilot efforts with the addition of Mustafa Suleyman and Karén Simonyan to lead a new group called Microsoft AI. Suleyman and Simonyan were two of three co-founders of Inflection.ai.
Microsoft launched Copilot for Security, but the most interesting item is the software giant's monetization model. Copilot will go for $4 an hour in a pricing model that positions generative AI more like an inexpensive digital worker.
