Trending on X: Microsoft's AI Business Hits $37B Annual Run Rate, Up 123%
What Happened
Azure grew 40% year-over-year. Microsoft 365 Copilot exceeded 20M paid seats — a milestone that quietly resolves the "is anyone actually buying Copilot" debate that dominated 2025. The AI run rate more than doubled, outpacing every public benchmark for enterprise AI adoption to date.
My Take
The 20M Copilot seats number is the story most pundits will miss. A year ago the consensus was that Copilot adoption had stalled around 8M and Microsoft was disguising slow uptake inside Azure numbers. Hitting 20M means knowledge-worker AI has crossed from "experimental" to "line item." Expect every enterprise SaaS company to start reporting AI seat counts next quarter — and the laggards will get punished. Buyers should renegotiate now, before pricing power consolidates.
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