CEO letter lays out Microsoft's shift to agent-focused segments

In his annual letter, CEO Satya Nadella described a reorganization of Microsoft's reporting into two new segments, one centered on AI agents and one combining infrastructure, devices and consumer. He framed the change as a move toward multi-model AI, where customers pick the model suited to each task and measure token spending against outcomes. The letter also cited more than 30 million paid Microsoft 365 Copilot seats, first-party Maia 300 chips that he expects to carry a growing share of the fleet, and over 1.6 billion monthly active Windows devices.

1. Nadella's annual letter, reported October 22, 2026, says Microsoft has reorganized into two new reporting segments: Agents, and Infra and Devices and Consumer.
2. Microsoft 365 Copilot has surpassed 30 million paid seats, per the letter as reported.
3. Maia 300 is described as delivering 40% more tokens per watt than leading GPU-based systems, and Microsoft expects first-party silicon to power a greater share of its fleet.
4. Microsoft cites more than 1.6 billion monthly active Windows devices as a base for agent-first PCs.
5. Microsoft offers more than 11,000 models, including OpenAI, Anthropic and Mistral models plus its own MAI family.