Microsoft is expanding its enterprise AI strategy by introducing new proprietary MAI models and a hybrid pricing structure. The company aims to transition AI tools from experimental projects to standard business instruments by focusing on governance and memory management.
On September 25, 2026, Microsoft announced a major update to Copilot, positioning it as an operating system for work. The platform now integrates chat and coding capabilities into a unified interface.
The new billing model combines traditional per-user subscriptions with usage-based credits. By shifting toward token-based pricing, Microsoft intends to align costs directly with consumption, potentially lowering entry barriers for light users.
The company reported a $37 billion annual revenue run rate for its AI services. Additionally, Azure revenue increased by 43% year-over-year in fiscal Q4 2026, with total annual revenue exceeding $100 billion.
