Microsoft AI
Microsoft made the most important bet in AI history when it invested in OpenAI. Copilot is now inside every Microsoft product used by hundreds of millions of people worldwide. Azure is the cloud that runs much of the AI industry. And yet questions remain: is Microsoft leading the AI era — or merely financing it for others?
The AI in Your Excel Just Changed — and Microsoft Didn’t Ask You. Here’s Why It Matters.
Bloomberg reported on July 7 that Microsoft has begun routing tens of thousands of weekly Excel and Outlook AI prompts away from OpenAI and Anthropic to its own in-house MAI models, to reduce costs. It is not a clean partner break — frontier tasks still route out, and Microsoft declined to comment — but the direction is unmistakable: the distributor is demoting the labs from default engine to premium option. For a Europe whose offices run on Microsoft 365, the model behind your daily work is now being decided in Redmond. gafam.ai reads why that matters.
Microsoft Build 2026 Opens Today — A Reasoning Model, Agent 365 and the Copilot Super App
Microsoft Build 2026 opens today in San Francisco — the day after GitHub Copilot switched to consumption pricing and the week before Apple’s WWDC. Satya Nadella’s keynote at 18:30 CET is expected to unveil Microsoft’s first reasoning-focused AI model, updates to Agent 365 and GitHub Copilot, Azure AI Foundry developments and a Copilot super app that consolidates multiple AI assistants. gafam.ai covers Build 2026 live — from a European perspective.
Today Is the Day GitHub Copilot Gets Expensive. Are You Ready?
Today, June 1, 2026, GitHub Copilot switches from flat-rate subscriptions to usage-based token billing. Every plan. Every user. Every organisation. The era of unlimited AI coding at a fixed price is over. Developers who use Copilot heavily for agentic tasks face bills that could be significantly higher than their previous flat-rate subscription. The enterprises that did not prepare face meter shock. gafam.ai explains what changed, what it costs and what European developers and enterprises must do today.
Microsoft Is Building Its Own AI Empire — Beyond OpenAI
Microsoft invested $13 billion in OpenAI and built Copilot on GPT models. Now it is building its own. The MAI Superintelligence team — led by Mustafa Suleyman — has released MAI-Transcribe-1, MAI-Voice-1 and MAI-Image-2, all priced below Google and OpenAI equivalents. Microsoft 365 Copilot pricing changes July 1, 2026. Global AI adoption reaches 17.8% of working age population. Microsoft is not reducing its OpenAI relationship. It is building an exit ramp — quietly, deliberately, and faster than anyone expected.
Microsoft’s $70 Billion Business Model Has an AI Problem Nobody Is Talking About
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.