Microsoft Goes All-In on Agentic AI as Copilot Shifts to Usage-Based Pricing

Microsoft outlined a broad AI push: Agent Mode (now the default 'edit with Copilot') is integrated across Excel, Word, and PowerPoint, with Copilot and GitHub Copilot moving to usage-based pricing. Nadella said nearly 90% of Fortune 500 companies have active agents built with Microsoft’s low-code tools, and Copilot usage is rising as customers deploy custom agents. GitHub Copilot will include monthly AI credits, and Microsoft plans more AI infrastructure spending (~$40B). Bing reached 1 billion active monthly users, underscoring the company’s AI‑driven strategy.