Microsoft expects strong sales momentum for Azure as it ramps up investment for the next phase of the AI race. The company is planning substantial, record-level capital spending in 2026, alongside heavy AI infrastructure buildout. Investors are watching closely as Copilot’s user base continues to rise steadily, reinforcing demand for its AI assistant.
Microsoft says it now has more than 20 million paid Copilot users, challenging the idea that the AI assistant is mainly unused or abandoned. The company also claims engagement is rising, indicating users are returning and relying on Copilot for day-to-day work, not merely testing it once.
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Accenture is rolling out Microsoft’s Copilot 365 AI assistant to all 743,000 employees, marking the largest enterprise deal for the chatbot. The company says workers are completing routine tasks much faster, reporting meaningful productivity gains. Microsoft, meanwhile, is expected to use the deal to expand its paying user base for AI services across enterprises.
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