I’ve been thinking a lot about what the net benefit of the AI platform wave is. The real question is how to empower every company out there to get more out of this platform shift and build their own AI native capabilities and enterprise value (vs inadvertently just transfer their unique value to the tech sector!!). Bill famously said a platform is when the economic value of everybody that uses it exceeds the value of the company that creates it. That’s the essence of the positive-sum future. Even in our somewhat zero-sum mindset industry, we can create partnerships that create value for all parties involved. Our partnership with OpenAI is a great example. Our investment helped them scale; their research accelerated our own innovation. That’s what healthy platforms and partners do—they catalyze and compound progress. There’s no better proof than what we announced just this week. The world’s first AI superfactory was co-designed with OpenAI and informed by three generations of AI supercomputers we built for frontier model training and inference. It was also a result of working closely with Nvidia and getting better at the full stack optimization from model architecture to micro-architecture of the chip and everything between three companies! We also did the work to bring AMD into the fleet doing inference of GPT models, which enabled them to get up to speed on their own software stack for AI. And now all this infrastructure will scale to support every startup to enterprise doing their own training to inference. You can see the same dynamic in coding. Thanks to AI, the category itself has expanded and may ultimately become one of the largest software categories. I don’t ever recall any analyst ever asking me about how much revenue Visual Studio makes! But now everyone is excited about AI coding tools. This is another aspect of positive sum, when the category itself is redefined and the pie becomes 10x what it was! With GitHub Copilot we compete for our share and with GitHub and Agent HQ we also provide a platform for others. Of course, the real test of this era won’t be when another tech company breaks a valuation record. It will be when the overall economy and society themselves reach new heights. When a pharma company uses AI in silico to bring a new therapy to market in one year instead of twelve. When a manufacturer uses AI to redesign a supply chain overnight. When a teacher personalizes lessons for every student. When a farmer predicts and prevents crop failure. That’s when we’ll know the system is working. Let us move beyond zero-sum thinking and the winner-take-all hype and focus instead on building broad capabilities that harness the power of this technology to achieve local success in each firm, which then leads to broad economic growth and societal benefits. And every firm needs to make sure they have control of their own destiny and sovereignty vs just a press release with a Tech/AI company or worse leak all their value through what may seem like a partnership, except it's extractive in terms of value exchange in the long run. We know that the Internet wave had tremendous positive sum impact in the world, and yet we also had some sectors that got hollowed out like local media. This time around we have the opportunity to ensure broad diffusion of this tech with choice and control that is distributed to ensure positive sum outcomes across the board. At the end of the day, this new technological wave gives us the opportunity to dream bigger and set higher ambitions for what we can collectively achieve. Each of us will need to play our part!

Today we announced our new Fairwater datacenter in Atlanta, connected with our first Fairwater site in Wisconsin and our broader Azure footprint to create the world’s first AI superfactory. Fairwater exemplifies our vision for a fungible fleet: infra that can serve any workload, anywhere, on fit-for-purpose accelerators and network paths, with maximum performance and efficiency. AI workloads have evolved beyond large-scale pre-training. Today, they encompass fine-tuning, reinforcement learning (RL), synthetic data generation, evaluation pipelines, and more. Fairwater is built to support this full lifecycle: Max density: Fairwater’s two-story design and liquid cooling system lets us place racks in three dimensions and pack them with GPUs as densely as possible, minimizing cable runs and improving latency and effective bandwidth. Fleet: Each Fairwater DC can integrate hundreds of thousands of the latest NVIDIA GPUs into a single coherent cluster. This provides flexible infra that can support the full spectrum of workloads, and ensure no GPU is left unnecessarily idle. And that’s on top of the more than 100,000 GB300s coming online this quarter alone for inference across the rest of our fleet. For us, it’s all about turning every gigawatt into the maximum number of useful tokens. Not every GW is created equal! Planet-scale: Every Fairwater DC will connect through our continent-spanning AI WAN to prior generations of AI supercomputers, forming a truly fungible pool of compute. This enables developers to scale beyond the capacity of a single site and dynamically land workloads on the right infra for their needs. Together, these innovations let us bring together different generations of silicon and AI systems across DCs and geos into a single elastic system that scales seamlessly across training and inference workloads And this elastic AI capacity is all available alongside all the other cloud services (compute, storage, databases, app services) that AI agents and workloads need. This is what we mean when we talk about building a fungible fleet – a single, unified platform that pushes the limits of performance per watt and per dollar. Read more: https://t.co/PsMoTN3UPQ

RT @mustafasuleyman: What kind of AI does the world really want? At @MicrosoftAI, we’re working towards Humanist Superintelligence (HSI):…

RT @Microsoft: Color meets AI. ⚡@Pantone’s new Palette Generator, built on Azure OpenAI, helps you go from concept to color in record time.…

RT @MSFTnews: Agents will keep joining and adapting at work — some may become double agents. With proper controls, we can protect ourselves…

I’ve been using Voice in M365 Copilot every day, and it’s one of those features that quickly becomes indispensable at work. Excited for customers to try it out now. https://t.co/zR6qkasP4q

RT @mustafasuleyman: MAI-Image-1 has shipped 🚢 Try it now at https://t.co/24MRu9VQ0z or the Bing app, plus it'll generate custom art for yo…

1.1M tokens/sec on just one rack of GB300 GPUs in our Azure fleet. An industry record made possible by our longstanding co-innovation with NVIDIA and expertise of running AI at production scale! https://t.co/1qLvoS2z70

Women in Blue = World Champions! 🏆🇮🇳 Respect to 🇿🇦 South Africa for making their first-ever final 👏 A truly historic day for women’s cricket—new chapters written, barriers broken, legends born.

RT @BradSmi: Artificial intelligence is spreading faster than any technology in history. Yet today’s map shows a clear divide. @Microsoft's…

We're taking the next big step with Researcher. With Computer Use, it can now securely browse the open and gated web to find hard-to-locate information—even across hundreds of sites—and handle multi-step tasks to uncover insights, take action, and create richer reports. https://t.co/0SnSZsPw8a

1/ Just wrapped our earnings call and wanted to share a few highlights from the quarter. Bottom line: We’ve got great momentum across our AI platform and our family of Copilots, fueling our increasing investments in both capital and talent.

RT @jaredpalmer: we’re so back @satyanadella @mariorod1 @github https://t.co/oqGcYQdBIf

Super energized about this! With our App Builder and Workflow agents, you can now build apps and automate workflows in minutes, right in M365 Copilot chat. Here's an example. https://t.co/G6uYrdzHEI

I love how easy it’s becoming to learn on the go with podcasts in Copilot. I turned GitHub’s latest Octoverse report into a 5-minute pod — short, smart, and snappy. Packed with info on the seismic shifts happening in how people build software. Check it out! https://t.co/8iYTakXKTb

Super fun conversation with @jordihays and @johncoogan. Thanks for bringing @tbpn to GitHub Universe! Work's not done! https://t.co/wf0PrpBZ4M

Great to be back at GitHub Universe today! Thanks for the conversation, @jaredpalmer and @mariorod1. Nothing beats the energy of being surrounded by people building the future of software. https://t.co/lhxl3mfff5

RT @CNBC: GitHub unites OpenAI, Google and Anthropic AI agents in one place to bring 'order to the chaos' https://t.co/rX8Z3QnF8l

RT @github: Welcome to your Agent HQ 📍Orchestrate any agent, any time, anywhere. Coding agents from @claudeai, @OpenAI, @cognition, @jules…

We’re continuing to make Copilot even more helpful in the everyday flow of work. Teams Mode lets groups co‑create with Copilot in a Teams chat. Watch how it works: https://t.co/B1MUNTpSWZ

So many new Copilot updates this month. Here are some I can't stop using. https://t.co/tugCm1Nyy2

Clippy is back!! https://t.co/0wBUeDrzch

What I love about the updates we’re making to Copilot Mode in Edge today is how it meets you right where you left off across all your tabs, helping you pick up the thread, and even completing multi-step actions for you. Take a look. https://t.co/V3GpOeto1X

With Groups, Copilot goes multiplayer! You can now collaborate in real time with your team + Copilot to brainstorm, co-write, plan, or study together. One of my favorite new features ... https://t.co/CJlfN8Hrhd

RT @mustafasuleyman: All of today's @Copilot announcements boil down to one core idea: we're betting on humanist AI. An AI that always puts…

Today, I shared my annual letter to shareholders. 50 years after our founding, Microsoft is once again in the thick of a generational shift in technology. AI is radically changing every layer of the tech stack, and we're changing with it. https://t.co/JxLQob9Mhi

RT @MSFTDynamics365: Agentic business applications are shaping the future of enterprise transformation. With Dynamics 365, you can turn you…

No question that nurses are the heartbeat of healthcare. And today we’re introducing the first commercially available ambient experience built for nursing workflows, so they can focus on what matters most: caring for patients. https://t.co/YbpR1kZifb

Hey Copilot! Show everyone how we’re transforming how you interact with your Windows PC — so you can talk naturally, it can see what you see, and take action on your behalf. https://t.co/1YF1zK8Uj0

RT @GamesRadar: I regret to inform you that I've fallen for the $1,000 ROG Xbox Ally X Our review: https://t.co/kIdSrOpM7d https://t.co/Do…

RT @PCMag: Asus and Microsoft's ROG Xbox Ally X is an impressive update to the Ally X, adding console-style controller grips and a full-scr…

RT @IGN: From the easy-to-use Xbox Full Screen Experience to the excellent performance from the AMD Z2 Extreme, the Asus ROG Xbox Ally X is…

Let’s go, M’s! https://t.co/nHwwzGJdxn

Introducing a new open source benchmarking tool to measure AI for cybersecurity, grounded in real world scenarios. This is important work as we evaluate how well AI systems can reason to protect against cyberattacks. https://t.co/Mui9FyIw4U

RT @asha_shar: Today we are lighting up #sora2 for @Azure Foundry enterprises. Just took it for a spin...enjoy! 🦉 https://t.co/HUaZUV17A2

This is super useful! With new Formula Completions in Excel, just type "=" and Copilot proactively suggests a formula, based on the context of your sheet. Here's a great example. https://t.co/elkGzHjZTW

RT @mustafasuleyman: Meet our third @MicrosoftAI model: MAI-Image-1 #9 on LMArena, striking an impressive balance of generation speed and…

We've been hard at work advancing M365 Copilot, and so have our many partners who are building agents that integrate with Copilot and Teams to transform how work gets done. A few great examples:

RT @Microsoft: We’re spotlighting some of the leading innovators who’ve joined Microsoft over the years and are now shaping the future of A…

Another first for our AI fleet... a supercomputing cluster of NVIDIA GB300s with 4600+ GPUs and featuring next gen InfiniBand. First of many as we scale to hundreds of thousands of GB300s across our DCs, and rethink every layer of the stack across silicon, systems, and software to support next gen AI workloads.

RT @erichorvitz: Some background on the Paraphrase Project, published in Science last week, including some of the behind-the-scenes story,…

RT @sbathiche: Copilot+ PCs are ushering in a new era of intelligent computing, powered by NPU’s that run at 40+ TOPS. This makes possible…

RT @asha_shar: Straight out of OpenAI's DevDay, their latest models are rolling out in Azure AI Foundry: ⁃ GPT-5-Pro for reasoning + saf…

Super to see re Agent Mode: “It really does do something new: it makes Excel feel less like a tool you command and more like a partner you work with.” https://t.co/Ejn9IUpBII

Supercharged past few weeks as we push the bounds of model-forward innovation across Microsoft 365. A few highlights:

Friday evening reflection: Adjusting my cloud infra priors for the AI era… a colleague just shared the progress we are making with our AI WAN. In one project, we expanded our North American optical fiber footprint by 40% and added network capacity equal to one-fifth of our entire global network - a network that took 15 years to build now takes months!

Our approach to AI infra is simple: build the most fungible and flexible fleet to meet the real world's needs across inference and training as @scottgu shared with @Kantrowitz. And we are already doing it at scale today, as we power the biggest AI workloads like Copilot and ChatGPT, APIs that power 3P products & enterprise workloads and high scale training.

RT @mustafasuleyman: Learning just leveled up: eligible college/uni students can claim extra access to Copilot Podcasts, Deep Research, and…

Published today in @ScienceMagazine: a landmark study led by Microsoft scientists with partners, showing how AI-powered protein design could be misused—and presenting first-of-its-kind red teaming & mitigations to strengthen biosecurity in the age of AI.

RT @thealexbanks: Microsoft just released Agent Mode in Excel. It created a financial model in minutes: https://t.co/m4GpN1S1eR

RT @yusuf_i_mehdi: With AI, the way I work is changing and I no longer want to switch tabs or dig around for the right tool! I want AI to b…

AI Economics depends on efficient token factories and highly performant agent frameworks that deliver enterprise outcomes! That is why we are excited about Microsoft Agent Framework. You can now build, orchestrate, and scale multi-agent systems in Azure AI Foundry using this framework. It brings together our best-in-class runtime from AutoGen with the enterprise foundations of Semantic Kernel, with compliance, observability, and deep integration out of the box.

RT @msftsecurity: From graph-based context to build-your-own Microsoft Security Copilot agents, we're introducing a new AI-ready security p…

Happy 40th, Excel! =REPT("🎉",40) From unlocking population-scale number-sense to now ushering in a new era of analysis-sense with AI, it’s impossible to imagine my work- or the world-without it. https://t.co/Bif7Oa0C0L

Welcome Grok 4 to Azure AI Foundry!

Four decades in, some things never change … Then and now. https://t.co/USjuZ3YqC1

Vibe work is here with Agent Mode in M365 Copilot. Check out these examples of how Copilot can now orchestrate multi-step tasks.

Today we’re expanding Microsoft 365 Copilot with the addition of Anthropic’s Claude models. Customers can now use both OpenAI and Claude — starting in Researcher and Copilot Studio, and coming to more experiences soon. Our multi-model approach goes beyond choice. It's all about bringing the best AI from across the industry to Copilot, tuned for work and tailored to every business. Read more: https://t.co/QQEIjKzNfS

We’re partnering with @SAP and @OpenAI to bring the latest AI innovation to Germany’s public sector, powered by Microsoft Azure. Together, we’ll help millions of German public sector employees use AI safely and responsibly, while meeting the strictest data sovereignty, security, and legal standards. https://t.co/domsLE0kBJ

An important breakthrough from our teams: a new approach to liquid cooling that uses microfluidics, opening the door to more efficient, sustainable, and power-dense datacenters than conventional methods. https://t.co/hCbOpDPWWA

Great example of how AI is being used to augment expert knowledge: helping to remove abandoned nets in our oceans. https://t.co/b8TwZqYrrg

For me, our Analyst agent in Microsoft 365 Copilot is like having a skilled data analyst on hand — all the time. It generates insights and helps you visualize complex data. Here's a quick demo on how it can make sense of marketing campaign data and help you get more done at work.

If intelligence is the log of compute… it starts with a lot of compute! And that’s why we’re scaling our GPU fleet faster than anyone else. Just last year, we added over 2 gigawatts of new capacity – roughly the output of 2 nuclear power plants. And today we’re going further, announcing the world's most powerful AI datacenter, located in southeastern Wisconsin. Fairwater is a seamless cluster of hundreds of thousands of NVIDIA GB200s, connected by enough fiber to circle the Earth 4.5 times. It will deliver 10x the performance of the world’s fastest supercomputer today, enabling AI training and inference workloads at a level never before seen. For AI training workloads, you need compute at exponential scale. That’s why we designed the datacenter, GPU fleet, and network together as one integrated system. This ensures a single job can run from day 1 at exponential scale across thousands of GPUs. Fairwater uses a liquid-cooled closed-loop system for cooling GPUs that requires zero water for operations after construction. And we’re matching all of the energy that is consumed with renewable sources. And of course, it is just one of several similar sites we’re lighting up across our 70+ regions. We have multiple identical Fairwater datacenters under construction in other locations across the US, in addition to our AI infrastructure already deployed in over 100 datacenters around the world, powering model training, test-time compute, RL tuning, and real-time inference at global scale. Too often during times like this, people go with the current and only later wonder, how did we get here? With Fairwater, we're charting a new path: doing the hard engineering work, bringing compute, network, and storage into one highly scaled cluster, and designing closed-loop energy systems to meet real-world computing needs. And partnering with local communities to ensure it's thoughtfully done in a way that is sustainable, creates new jobs, and expands opportunity. We are thrilled to see this take hold in Wisconsin, and we are just getting started.

We’re committed to creating new opportunity for people and businesses on both sides of the Atlantic, and ensuring America remains a trusted and reliable tech partner for the United Kingdom. That’s why today we announced a $30 billion investment in the UK over four years, including building the country's largest supercomputer with over 23,000 of the world’s most advanced GPUs, to expand the digital infrastructure that will bring our two nations even closer together.

Our Researcher agent in Microsoft 365 Copilot never ceases to amaze me. It can reason over all your work data, like chats, meetings, files and emails, plus web data, to generate a comprehensive research report that helps you prep for a meeting, analyze trends, or build a strategy. I use it all the time. Here’s an example: