Microsoft bets on enterprise AI as Nadella pushes Copilot as the ‘OS for work’

Microsoft wants to be the place where corporate AI actually gets used, not just piloted. CEO Satya Nadella is pushing that goal through new models, new pricing and a wider rollout of the company’s AI tools to businesses. The centerpiece is a major Copilot update announced on September 25, 2026, which Microsoft is branding the “OS for work.” What Microsoft announced The revamped Copilot pulls several capabilities under one roof, including chat and code functions. Alongside the product update comes a new pricing structure. Microsoft is combining per-user subscriptions with usage-based credits. The broader shift is toward token-based pricing. Tokens are the small chunks of text that AI models process, so billing by token ties cost directly to usage. Microsoft also plans to fold its proprietary MAI models into its AI strategy. The stated aim is better cost efficiency and stronger performance on specific tasks. The numbers behind the push Microsoft has some traction to point to. As of Q3 fiscal 2026, Microsoft 365 Copilot had passed 30 million paid subscribers. Over the same period, Microsoft’s AI services reached a $37 billion annual revenue run rate. Azure revenue grew 43% year over y...