Microsoft Is All-In on Agentic AI and Vibe Coding Now That It's 'Working'
CNET • • business
Key Points:
- Microsoft CEO Satya Nadella highlighted the company's progress with its AI-powered Agent Mode (now called "edit with Copilot") in Excel, Word, and PowerPoint, attributing its success to improved AI models and infrastructure capacity.
- Nearly 90% of Fortune 500 companies are actively using custom AI agents built with Microsoft's low-code/no-code tools, with Copilot Credit consumption nearly doubling quarter-over-quarter.
- Microsoft Bing achieved a significant milestone by reaching 1 billion active monthly users for the first time.
- GitHub Copilot, part of Microsoft's portfolio, is transitioning to a usage-based pricing model starting June 1, with enterprise subscribers nearly tripling year-over-year to 140,000 organizations.
- GitHub Copilot plans will include monthly AI credit allotments, with usage measured by token consumption according to API rates, reflecting Microsoft's shift towards charging based on AI usage rather than just access licenses.
