Today we are announcing our biggest bet yet on our own silicon.
Starting next calendar year, we will scale our Maia family to multi-gigawatt deployments, making it the primary inference system for our own product and services.
And we’re introducing Maia 300, which delivers 40% more tokens per watt compared to leading GPU-based systems.
We are already deploying Maia 200 across the US, Europe, and Australia, delivering up to 1.7x more tokens per watt across experiences in Teams and Copilot.
Our goal is to build on the full-stack efficiency gains we’ve already seen, while continuing to bring the latest innovations from across the ecosystem into our fleet.
@Microsoft released it's new Copilot Client and Managed Runtime today. There's a lot to like here for IT shops who want to reign in Shadow AI and it's a very reasonable alternative to Low Code / No Code platforms (but not a full replacement quite yet). Check out my field note for the details.
https://t.co/lnHJ09c4Hm
People increasingly want to hand off more work to AI and turn their ideas into automations or apps. That shaped what we’re building with Copilot.
Autopilot and Managed Apps in Code / Cowork have been two of my favorites to use internally these past couple of months.
You can give Autopilot a role and a goal and it keeps working across days or weeks. Mine is named Apollo. :) And when you want to build an app with Copilot, Managed Apps let you share it with your team.
More here: https://t.co/vQHnlU05MS
The new Copilot is Microsoft’s bet that the AI race is moving from models to products.
It doesn’t need to own the best model if Copilot can choose among them and keep the customer inside Microsoft.
The potential secret weapon is Autopilot (what I’ve been calling Muse for Business). It knows your workflows, sits across the apps and data you already use, and keeps working even when you step away.
It’s a preview of the battle to come in enterprise AI. OpenAI and Anthropic are racing from models into products. Can they build their own version of this? And can they match Microsoft on the boring-but-critical stuff: permissions, identity, auditability and control, as agents become more autonomous?
My full conversation with @satyanadella. We also talk open vs. closed models, US-China Summit, regulation and the infrastructure buildout.
00:00 Microsoft’s new Copilot
02:02 Why not just give us Autopilot?
05:18 Who pays for always-on AI?
08:06 Copilot picks the model
10:27 Chinese models and OpenAI’s lead
12:04 Competing with OpenAI and Anthropic
13:17 US–China AI talks
16:11 Does AI need new rules?
18:05 The data center backlash
20:40 Is AI being overbuilt?
23:44 Keeping humans in control