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Satya Nadella says Microsoft's Copilot AI is seeing massive use, growing "nearly 3x year-over-year" — but investors aren't convinced

Satya Nadella says Microsoft’s Copilot AI is seeing strong adoption, even as investors question the growth of Azure and Microsoft 365.

Microsoft CEO Satya Nadella speaks during an event celebrating the 50th Anniversary of Microsoft on April 4, 2025 in Redmond, Washington.

Microsoft's early bet on OpenAI is weighing heavily on Azure, causing 45% of its backlog — but it's finally starting to pay off

Microsoft's financial earnings report reveals that OpenAI accounts for 45% of its Azure cloud computing backlog, yet Microsoft's net income jumped by $7.6 billion, primarily due to its investment in OpenAI.

Sam Altman and Satya Nadella on stage

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