{"id":51117,"date":"2026-04-30T17:19:30","date_gmt":"2026-04-30T17:19:30","guid":{"rendered":"https:\/\/www.europesays.com\/people\/51117\/"},"modified":"2026-04-30T17:19:30","modified_gmt":"2026-04-30T17:19:30","slug":"microsoft-doubles-down-on-agentic-ai-custom-chips-and-data-center-surge-as-q3-results-shine-microsoft","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/people\/51117\/","title":{"rendered":"Microsoft Doubles Down On Agentic AI, Custom Chips And Data Center Surge As Q3 Results Shine &#8211; Microsoft"},"content":{"rendered":"<p>Microsoft Bets Big On \u2018Agentic Computing&#8217; Era<\/p>\n<p class=\"block core-block\">Nadella outlined Microsoft&#8217;s long-term strategy centered on what he called the rise of &#8220;agentic computing,&#8221; where AI-powered agents evolve into the dominant workload across the technology ecosystem.<\/p>\n<p class=\"block core-block\">To capitalize on this transition, Microsoft is executing on two core priorities: &#8220;building the world&#8217;s leading cloud &amp; AI infrastructure,&#8221; and &#8220;building high-value agentic systems across core domains, such as productivity, coding, and security.&#8221;<\/p>\n<p class=\"block core-block\">The growing interest in AI is underscored by comments from Alphabet Inc. CEO Sundar Pichai, who recently stated in a CBS interview that AI represents \u201c<a href=\"https:\/\/www.benzinga.com\/markets\/tech\/26\/04\/51772791\/pichai-says-ai-most-profound-tech-us-should-lead\" target=\"_blank\" rel=\"nofollow noopener\">the most profound technology yet<\/a>.\u201d<\/p>\n<p>Expanding Infrastructure And Efficiency<\/p>\n<p class=\"block core-block\">To support AI growth, Microsoft is scaling its infrastructure, adding another gigawatt of capacity and aiming to double its data center footprint within two years.<\/p>\n<p>Foundry, Fabric Drive Enterprise AI Adoption<\/p>\n<p class=\"block core-block\">Microsoft continues to scale its AI platforms, including Foundry and Fabric, which allow enterprises to build and deploy AI applications using multiple models. More than 300 customers are expected to process over one trillion tokens on Foundry this year, with adoption growing steadily.<\/p>\n<p class=\"block core-block\">Fabric, Microsoft&#8217;s unified data platform, is also seeing strong traction, with tens of thousands of customers using it to connect operational and analytical data for AI-driven insights.<\/p>\n<p>AI Expands Across Developers, Security And Business Apps<\/p>\n<p class=\"block core-block\">Microsoft is integrating AI across its ecosystem, from GitHub Copilot for developers to AI-powered agents in Dynamics 365 and security platforms.<\/p>\n<p class=\"block core-block\">GitHub adoption continues to surge, with nearly 140,000 organizations using the tool, while enterprise subscriptions have nearly tripled year over year. Usage is also doubling month over month.<\/p>\n<p class=\"block core-block\">In cybersecurity, Microsoft is leveraging AI to detect and respond to threats faster, as the gap between vulnerability discovery and exploitation continues to shrink.<\/p>\n<p>Outlook: Positioned For Next Wave Of Computing<\/p>\n<p class=\"block core-block\">Nadella expressed confidence that Microsoft&#8217;s integrated approach \u2014 spanning infrastructure, platforms and applications \u2014 positions the company to lead the next wave of technological innovation.<\/p>\n<p class=\"block core-block\">As AI agents become central to computing, Microsoft is aiming to embed itself deeply into how businesses and consumers operate in an increasingly automated world.<\/p>\n<p class=\"block core-block\">Price Action: Microsoft shares slid 1.5% in premarket at the time of writing after falling 1.1% in regular trading on Wednesday.<\/p>\n<p class=\"block core-block\">Benzinga Edge Stock Rankings indicate that MSFT maintains a strong pricing trend in the short term, with a solid Growth score in the 75th percentile and a Quality score in the 93rd percentile.<\/p>\n<p class=\"block core-block\">Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.<\/p>\n<p class=\"block core-block\">Image via Shutterstock<\/p>\n","protected":false},"excerpt":{"rendered":"Microsoft Bets Big On \u2018Agentic Computing&#8217; Era Nadella outlined Microsoft&#8217;s long-term strategy centered on what he called the&hellip;\n","protected":false},"author":2,"featured_media":51118,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[151],"tags":[652,1638,215,218,213,212,585,851,3064,527,23626,26545,26546],"class_list":{"0":"post-51117","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-satya-nadella","8":"tag-category-large-cap","9":"tag-category-markets","10":"tag-category-news","11":"tag-category-tech","12":"tag-cms-wordpress","13":"tag-pageisbzpro-bz","14":"tag-satya-nadella","15":"tag-symbol-amd","16":"tag-symbol-msft","17":"tag-symbol-nvda","18":"tag-tag-benzai","19":"tag-tag-market","20":"tag-tag-news"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@people\/116494805471721102","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/51117","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/comments?post=51117"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/posts\/51117\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media\/51118"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/media?parent=51117"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/categories?post=51117"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/people\/wp-json\/wp\/v2\/tags?post=51117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}