Microsoft Chairman and CEO Satya Nadella announced key highlights from the company's recent earnings call, emphasizing momentum across its AI platform and Copilot offerings. Key Highlights:

AI Infrastructure Expansion: Microsoft plans to increase its AI capacity by 80% this year and nearly double its data center footprint in the next two years. This includes the Fairwater data center in Wisconsin, projected to be the world's most powerful AI datacenter.
Token Throughput Improvement: The company reported a 30% increase in token throughput for GPT-4.1 and GPT-5 per GPU during the quarter.
Copilot Adoption: Microsoft's Copilot family of agents has surpassed 150 million monthly active users across various domains, including information work (Microsoft 365 Copilot), coding (GitHub Copilot), security, science & health, and consumer applications.
OpenAI Agreement: Microsoft signed a new agreement with OpenAI, marking a significant milestone for both companies.
Investment Returns: Nadella highlighted a nearly 10X return on AI investments, with all value flowing directly to shareholders.