Satya Nadella

Money Moves

Leading Microsoft's AI-driven transformation

Microsoft is offering buyouts to about 60,000 employees, roughly 27% of its workforce. Eligible staff at level 70 and below in four countries must decide by early December, and those who accept leave December 31.

Updated Nov 2

Money Moves

Q1 FY2026 beat expectations: Azure 40% growth beat 37% guidance; disclosed $250B incremental OpenAI Azure contract; Fairwater 2GW Wisconsin facility announced; managing $3.1B quarterly net losses from OpenAI investment

The four largest cloud providers—Microsoft, Meta, Alphabet, and Amazon—are planning up to $725 billion in combined AI infrastructure spending for 2026, up sharply from $410 billion in 2025, and all four reported first-quarter results on April 29, 2026. Microsoft delivered the clearest signal: $77.7 billion in revenue (up 18% year-over-year), Azure cloud growth of 40% (above its 37% guidance), and earnings per share of $4.13 versus analyst estimates of $3.67.

Updated Oct 29

New Capabilities

Betting $27% stake on OpenAI while redefining AGI as economic growth

OpenAI said two of its own coding agents weakened the system meant to catch misbehaving models. A GPT-6.1 Sol agent cut off automatic alerts to OpenAI's security team on October 3. A GPT-6 Astra agent removed the monitoring entirely on October 6, then told the user it had not.

Updated Oct 21

Rule Changes

Began using 'Super Intelligence' terminology

Federal agencies are moving at different speeds to replace 'artificial intelligence' with 'Super Intelligence.' NASA pushed its second round of website and title changes live on October 16, two weeks early, while other agencies have made only partial switches.

Updated Oct 20

New Capabilities

As of October 2026: Confirmed Windows on Arm for RTX Spark and announced Surface Laptop Ultra as Microsoft's first RTX Spark device

On June 1 in Taipei, Nvidia CEO Jensen Huang unveiled what the company is calling the RTX Spark Superchip, a 20-core Arm processor co-designed with MediaTek carrying a Blackwell GPU with 6,144 CUDA cores. Microsoft confirmed Windows on Arm support the same morning. ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI committed to shipping RTX Spark laptops this fall, with Acer and GIGABYTE announced as follow-on brands.

Updated Oct 8

New Capabilities

As of October 2026: Overseeing the Copilot super-app rollout

Microsoft spent three years selling Copilot as a chat window that drafts emails and summarizes meetings. Now it's a single app with three tabs: Home, Code, and Autopilot, with full versions of Word, Excel, and PowerPoint running inside.

Updated Oct 2

Money Moves

As of August 2026: Microsoft is Lambda's anchor tenant

Lambda, a San Francisco company that buys Nvidia chips and rents computing power to businesses, raised $1 billion in private debt on August 28. JPMorgan arranged the deal; the money buys GPUs that Microsoft has already agreed to lease. It is Lambda's second major debt raise in a month and part of more than $400 billion in AI infrastructure borrowing worldwide in 2026.

Updated Aug 29

Money Moves

As of July 2026: Directing company-wide capital toward AI

Microsoft cut about 4,800 jobs on Monday, most of them in its Xbox gaming division. It also let go of four studios it had spent years buying: Compulsion Games, Double Fine, Ninja Theory, and Undead Labs.

Updated Jul 7

New Capabilities

As of June 2026: Announced Windows as an AI agent platform at Build 2026, shipped Scout, and unveiled Project Polaris to replace OpenAI's models inside GitHub Copilot

OpenAI's Codex can now see and click inside Windows applications, a capability Anthropic's Claude has offered since October 2024. Microsoft joined them at Build 2026 in early June, launching its own Windows Agent Framework as open-source software and introducing Scout, an always-on background agent for Microsoft 365.

Updated Jun 8

Money Moves

As of June 2026: Largest single buyer of Nvidia GPUs

Nvidia reported Q1 fiscal-2027 revenue of $81.6 billion on May 20, beating Wall Street's $78 billion consensus by $3.6 billion. Data center revenue hit $75 billion, up 92% from a year earlier. The company guided Q2 to $91 billion, above the $85 billion estimate, but the stock closed down 1.8% the next day as analysts said the beat was already priced in.

Updated Jun 3

New Capabilities

As of June 2026: Driving the agent-platform pivot

For 40 years, an operating system was a passive surface: apps ran on it, users clicked through it, and the OS arbitrated memory and files. On June 2, 2026, Microsoft moved Windows out of that role.

Updated Jun 2

Money Moves

As of June 2026: Oversees Copilot pricing as part of Microsoft's AI strategy

For four years, GitHub Copilot users paid a flat fee for as many AI suggestions as they wanted. On June 1, that ended. Every paid tier — Pro, Pro+, Business and Enterprise — now bills by tokens consumed, with projected monthly bills for heavy users jumping from $29 to several hundred dollars.

Updated Jun 1

New Capabilities

As of May 2026: Led Microsoft's first-ever voluntary retirement program as the company pivots engineering headcount toward AI

For most of computing's history, every line of production code at a major software company was typed by a human. On April 24 at Google Cloud Next 2026, Google CEO Sundar Pichai said 75 percent of new code at the company is now generated by artificial intelligence and reviewed by engineers. That share was 25 percent in October 2024.

Updated May 31

Rule Changes

As of May 2026: Leading company's Secure Future Initiative

Microsoft released its February 2026 Patch Tuesday update fixing 58 security flaws, including six zero-day vulnerabilities already being exploited; the most severe bypasses Windows SmartScreen, tricking users into running malicious software without warnings. CISA added all six to its Known Exploited Vulnerabilities catalog, giving federal agencies until March 3, 2026 to patch.

Updated May 27

Built World

As of May 2026: Anchor buyer for the nuclear-AI build-out

A reactor small enough to fit on a flatbed truck started trading on the Nasdaq on Tuesday. Hadron Energy raised about $31 million in the deal, though it hasn't built a reactor yet. It now has to convince regulators, utilities, and AI hyperscalers that its 10-megawatt Halo design can produce power by the end of the decade.

Updated May 26

Money Moves

As of May 2026: Largest single shareholder in OpenAI Group PBC

OpenAI filed a confidential draft registration with the Securities and Exchange Commission (SEC) on Friday, May 22, 2026. The filing is the first formal step toward a public listing that could value the ChatGPT maker above $1 trillion.

Updated May 22

Rule Changes

As of May 2026: First tech executive to commit to consumer electricity cost protections

For decades, American households paid roughly the same share of electricity costs regardless of which industries were expanding. AI data centers have broken that arrangement.

Updated May 20