by Raphael Dudler | May 11, 2026 | microsoft ai
Microsoft’s enterprise subscription business generates roughly $70 billion per year — built on the assumption that one human equals one licence. Now AI is doing an increasing share of that cognitive work. For the first time, an analyst argues that Google has identified a structural vulnerability in Microsoft’s core business that it could not previously exploit. This is the most important Microsoft story of the week. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
by Raphael Dudler | May 11, 2026 | microsoft ai
Microsoft has expanded Copilot Cowork to iOS and Android — an AI agent that doesn’t just answer questions but completes tasks on your behalf, across apps, business systems and data. Meanwhile, Microsoft’s 2026 Work Trend Index reveals that 49% of all Copilot conversations already involve cognitive work once reserved for human expertise. The line between AI assistant and AI colleague is disappearing. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
by Raphael Dudler | May 7, 2026 | microsoft ai
Microsoft has agreed to give the U.S. government early access to its AI models before commercial release — as part of Trump’s AI Action Plan. Copilot is embedded across Microsoft 365. Azure spending hit $31.9 billion in Q1 alone. Yet investors remain cautious: Google Cloud grew faster, and the OpenAI relationship is shifting toward Amazon. Microsoft is powerful — but under pressure. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
